-87.3%
SY vs VOO
+192.0%
-279.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.7% | +3.8% |
| 7D | +1.0% | -0.9% | +1.9% | +1.6% |
| 30D | -17.6% | -2.3% | -15.2% | -15.9% |
| 3M | -4.5% | -1.2% | -3.4% | -3.7% |
| 6M | -30.6% | +3.3% | -33.9% | -32.8% |
| YTD | -17.6% | +12.3% | -29.9% | -25.5% |
| 1Y | -50.8% | +12.5% | -63.3% | -55.5% |
| 3Y | +115.3% | +79.2% | +36.1% | +28.0% |
| 5Y | -46.6% | +75.7% | -122.2% | -67.4% |
| All | -87.3% | +192.0% | -279.3% | -94.4% |
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