+113.0%
SY vs VOO
+78.4%
+34.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.3% | -5.0% |
| 7D | 0.0% | +0.1% | -0.1% | -0.3% |
| 30D | -20.1% | -3.3% | -16.8% | -17.7% |
| 3M | -8.7% | -2.4% | -6.3% | -6.8% |
| 6M | -33.0% | +2.6% | -35.6% | -34.7% |
| YTD | -22.3% | +11.3% | -33.5% | -29.5% |
| 1Y | -55.5% | +13.4% | -68.9% | -60.2% |
| 3Y | +113.0% | +80.3% | +32.7% | +21.3% |
| All | +113.0% | +78.4% | +34.6% | +21.3% |
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