-46.9%
SY vs VOO
+72.0%
-118.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.3% | -5.7% |
| 7D | 0.0% | +0.1% | -0.1% | -0.4% |
| 30D | -20.1% | -3.3% | -16.8% | -17.1% |
| 3M | -8.7% | -2.4% | -6.3% | -6.4% |
| 6M | -33.0% | +2.6% | -35.6% | -35.4% |
| YTD | -22.3% | +11.3% | -33.5% | -31.4% |
| 1Y | -55.5% | +13.4% | -68.9% | -61.5% |
| 3Y | +113.0% | +80.3% | +32.7% | +0.9% |
| 5Y | -46.9% | +72.7% | -119.6% | -72.4% |
| All | -46.9% | +72.0% | -118.9% | -72.4% |
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 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