+131.4%
SY vs VOO
+79.1%
+52.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | -3.3% | +0.5% | -3.8% | -3.7% |
| 30D | +21.6% | -0.9% | +22.5% | +22.6% |
| 3M | +44.8% | +3.9% | +40.9% | +40.0% |
| 6M | -13.1% | +14.5% | -27.7% | -22.7% |
| YTD | +3.5% | +13.0% | -9.4% | -6.8% |
| 1Y | -36.0% | +19.4% | -55.4% | -44.2% |
| 3Y | +131.4% | +78.9% | +52.6% | +55.4% |
| All | +131.4% | +79.1% | +52.3% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling