+1,064.3%
VZ vs SNPS
+6,222.2%
-5,157.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.2% |
| 7D | +2.1% | -3.7% | +5.8% | +2.5% |
| 30D | +1.4% | -10.4% | +11.8% | +2.3% |
| 3M | -1.3% | +11.0% | -12.2% | -2.8% |
| 6M | -0.5% | -10.7% | +10.2% | -0.1% |
| YTD | +19.6% | -4.1% | +23.7% | +18.7% |
| 1Y | +22.4% | +13.7% | +8.7% | +19.1% |
| 3Y | +55.9% | -8.1% | +63.9% | +50.4% |
| 5Y | +20.4% | +32.2% | -11.8% | +9.7% |
| 10Y | +66.9% | +681.4% | -614.5% | +20.8% |
| All | +1,064.3% | +6,222.2% | -5,157.9% | +578.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling