+19.0%
VZ vs SNOW
+37.6%
-18.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.9% |
| 7D | +0.1% | +2.8% | -2.7% | +0.1% |
| 30D | +7.9% | +6.4% | +1.5% | +8.0% |
| 3M | +13.6% | +38.1% | -24.4% | +14.0% |
| 6M | +1.1% | +100.4% | -99.3% | +1.9% |
| YTD | +29.3% | +53.7% | -24.4% | +30.2% |
| 1Y | +21.2% | +52.0% | -30.7% | +22.1% |
| 3Y | +75.9% | +114.7% | -38.8% | +76.4% |
| 5Y | +24.1% | +8.8% | +15.3% | +22.1% |
| All | +19.0% | +37.6% | -18.7% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 all: compounded portfolio wealth divided by compounded SNOW 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…
all analysis · Full analysis span regression · 6 months rolling