+153.0%
SYF vs ITOT
+74.3%
+78.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -1.5% |
| 7D | -5.5% | -2.0% | -3.5% | -2.6% |
| 30D | -3.9% | -2.0% | -1.9% | -1.0% |
| 3M | +8.9% | +4.5% | +4.4% | +2.2% |
| 6M | +16.2% | +12.6% | +3.6% | -2.5% |
| YTD | -8.4% | +12.0% | -20.4% | -22.3% |
| 1Y | +2.6% | +17.3% | -14.6% | -18.7% |
| All | +153.0% | +74.3% | +78.7% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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