+57.3%
VZ vs SNPS
-9.8%
+67.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.4% |
| 7D | +5.6% | -10.2% | +15.8% | +5.0% |
| 30D | +1.9% | -12.8% | +14.7% | +1.2% |
| 3M | +0.8% | +9.9% | -9.1% | +1.4% |
| 6M | +0.6% | -12.4% | +13.0% | +0.3% |
| YTD | +20.8% | -6.3% | +27.0% | +21.0% |
| 1Y | +23.9% | +7.6% | +16.3% | +24.6% |
| All | +57.3% | -9.8% | +67.1% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling