+25.5%
VZ vs SNPS
+17.0%
+8.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -1.0% |
| 7D | +0.1% | -11.0% | +11.1% | -0.1% |
| 30D | +7.9% | -1.7% | +9.6% | +7.9% |
| 3M | +13.6% | -20.4% | +34.0% | +13.3% |
| 6M | +1.1% | -8.6% | +9.7% | +1.0% |
| YTD | +29.3% | -16.2% | +45.4% | +29.1% |
| 1Y | +21.2% | -34.6% | +55.8% | +21.2% |
| 3Y | +75.9% | -14.5% | +90.4% | +72.8% |
| All | +25.5% | +17.0% | +8.4% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling