+142.7%
SY vs VT
+69.4%
+73.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +4.6% |
| 7D | +4.0% | -4.2% | +8.2% | +9.0% |
| 30D | -18.7% | -5.8% | -12.9% | -13.0% |
| 3M | 0.0% | -5.2% | +5.2% | +6.2% |
| 6M | -33.9% | +0.1% | -34.0% | -34.3% |
| YTD | -18.4% | +8.2% | -26.6% | -25.1% |
| 1Y | -50.4% | +10.1% | -60.5% | -55.2% |
| All | +142.7% | +69.4% | +73.4% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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