+432.2%
VLO vs SNPS
+36.0%
+396.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +2.5% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | -17.8% | -8.4% | -9.3% | -17.0% |
| 3M | +19.6% | +12.3% | +7.3% | +17.2% |
| 6M | +49.3% | -9.6% | +58.9% | +50.3% |
| YTD | +122.4% | -0.6% | +123.0% | +119.6% |
| 1Y | +107.4% | +18.7% | +88.8% | +98.8% |
| 3Y | +223.1% | -7.6% | +230.6% | +205.3% |
| 5Y | +432.2% | +34.1% | +398.1% | +351.4% |
| All | +432.2% | +36.0% | +396.3% | +351.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SNPS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling