-83.4%
SY vs VT
+149.5%
-232.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +15.0% | +0.4% | +14.6% | +14.4% |
| 30D | +32.1% | +1.0% | +31.1% | +30.6% |
| 3M | +36.0% | +2.4% | +33.6% | +32.3% |
| 6M | -4.2% | +12.0% | -16.2% | -15.3% |
| YTD | +7.8% | +15.3% | -7.5% | -7.2% |
| 1Y | -20.2% | +22.6% | -42.8% | -35.4% |
| 3Y | +109.2% | +74.7% | +34.6% | +14.9% |
| 5Y | -43.7% | +66.1% | -109.8% | -66.8% |
| All | -83.4% | +149.5% | -232.9% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling