+22.3%
VZ vs SNPS
+35.4%
-13.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.6% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | +8.9% | -8.0% | +17.0% | +8.8% |
| 3M | +0.1% | +12.5% | -12.4% | +0.4% |
| 6M | +1.9% | -10.5% | +12.4% | +1.9% |
| YTD | +22.0% | -1.6% | +23.6% | +22.3% |
| 1Y | +22.1% | +16.8% | +5.3% | +22.2% |
| 3Y | +58.7% | -10.9% | +69.6% | +57.5% |
| 5Y | +22.3% | +35.8% | -13.5% | +13.7% |
| All | +22.3% | +35.4% | -13.1% | +13.7% |
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