+65.5%
VZ vs SNPS
+702.6%
-637.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.7% |
| 7D | +2.2% | +0.2% | +2.1% | +2.2% |
| 30D | +10.6% | -8.4% | +19.0% | +10.9% |
| 3M | -0.6% | +12.3% | -12.9% | -1.2% |
| 6M | +0.7% | -9.6% | +10.3% | +1.0% |
| YTD | +20.6% | -0.6% | +21.2% | +20.1% |
| 1Y | +22.7% | +18.7% | +4.0% | +20.8% |
| 3Y | +57.2% | -7.6% | +64.8% | +53.2% |
| 5Y | +21.4% | +34.1% | -12.7% | +11.1% |
| 10Y | +65.5% | +691.2% | -625.7% | +12.6% |
| All | +65.5% | +702.6% | -637.1% | +12.6% |
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