-42.7%
SY vs VOO
+82.3%
-125.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.3% |
| 7D | -3.3% | +0.5% | -3.8% | -3.9% |
| 30D | +21.6% | -0.9% | +22.5% | +22.9% |
| 3M | +44.8% | +3.9% | +40.9% | +38.4% |
| 6M | -13.1% | +14.5% | -27.7% | -25.7% |
| YTD | +3.5% | +13.0% | -9.4% | -9.8% |
| 1Y | -36.0% | +19.4% | -55.4% | -47.4% |
| 3Y | +131.4% | +78.9% | +52.6% | +12.2% |
| 5Y | -42.7% | +82.3% | -125.0% | -71.1% |
| All | -42.7% | +82.3% | -125.0% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling