+67.1%
VZ vs SNPS
+650.6%
-583.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | 0.0% |
| 7D | +5.6% | -10.2% | +15.8% | +6.0% |
| 30D | +1.9% | -12.8% | +14.7% | +2.3% |
| 3M | +0.8% | +9.9% | -9.1% | +0.2% |
| 6M | +0.6% | -12.4% | +13.0% | +0.9% |
| YTD | +20.8% | -6.3% | +27.0% | +20.5% |
| 1Y | +23.9% | +7.6% | +16.3% | +22.6% |
| 3Y | +55.7% | -9.8% | +65.5% | +51.3% |
| 5Y | +21.5% | +29.2% | -7.7% | +11.1% |
| All | +67.1% | +650.6% | -583.5% | +13.9% |
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