+639.0%
SYBT vs VOO
+800.4%
-161.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -0.2% | +2.6% | -2.7% | -2.6% |
| 30D | +5.1% | -2.0% | +7.1% | +7.0% |
| 3M | -6.5% | -2.8% | -3.7% | -4.2% |
| 6M | +14.5% | +2.2% | +12.3% | +11.3% |
| YTD | +23.5% | +11.5% | +12.0% | +10.0% |
| 1Y | +20.3% | +13.5% | +6.8% | +5.3% |
| 3Y | +90.6% | +78.1% | +12.5% | +7.0% |
| 5Y | +33.2% | +73.1% | -40.0% | -24.5% |
| 10Y | +152.6% | +310.7% | -158.2% | -45.0% |
| All | +639.0% | +800.4% | -161.4% | -38.0% |
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