+59.9%
VZ vs SNPS
+558.7%
-498.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.7% |
| 7D | +0.1% | -11.0% | +11.1% | +0.6% |
| 30D | +7.9% | -1.7% | +9.6% | +7.9% |
| 3M | +13.6% | -20.4% | +34.0% | +14.6% |
| 6M | +1.1% | -8.6% | +9.7% | +1.2% |
| YTD | +29.3% | -16.2% | +45.4% | +29.8% |
| 1Y | +21.2% | -34.6% | +55.8% | +22.7% |
| 3Y | +75.9% | -14.5% | +90.4% | +70.6% |
| 5Y | +24.1% | +17.0% | +7.1% | +13.5% |
| All | +59.9% | +558.7% | -498.8% | +2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling