+630.8%
SYBT vs VOO
+812.0%
-181.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.6% |
| 7D | +0.3% | +0.5% | -0.3% | -0.2% |
| 30D | -6.0% | -0.9% | -5.0% | -5.1% |
| 3M | +8.8% | +3.9% | +4.9% | +4.4% |
| 6M | +22.7% | +14.5% | +8.2% | +6.8% |
| YTD | +22.1% | +13.0% | +9.2% | +7.7% |
| 1Y | +0.8% | +19.4% | -18.6% | -15.8% |
| 3Y | +92.6% | +78.9% | +13.8% | +8.1% |
| 5Y | +64.8% | +82.3% | -17.5% | -11.4% |
| 10Y | +205.0% | +314.2% | -109.2% | -33.9% |
| All | +630.8% | +812.0% | -181.1% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling