-83.9%
SY vs VOO
+192.3%
-276.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | -5.0% | -0.4% | -4.6% | -4.6% |
| 30D | +18.1% | -1.4% | +19.4% | +19.6% |
| 3M | +44.1% | +3.7% | +40.4% | +39.4% |
| 6M | -13.3% | +13.0% | -26.3% | -22.1% |
| YTD | +4.7% | +12.4% | -7.8% | -5.3% |
| 1Y | -35.3% | +18.6% | -53.9% | -43.8% |
| 3Y | +134.1% | +78.1% | +56.0% | +40.1% |
| 5Y | -43.6% | +82.3% | -125.9% | -66.3% |
| All | -83.9% | +192.3% | -276.2% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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