+340.9%
SYF vs OVV
-22.5%
+363.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.5% |
| 7D | +2.4% | +0.3% | +2.1% | +2.3% |
| 30D | +0.8% | +11.7% | -10.9% | -1.9% |
| 3M | +13.4% | +9.8% | +3.6% | +10.1% |
| 6M | +16.3% | +26.6% | -10.2% | +8.4% |
| YTD | -3.0% | +67.0% | -70.0% | -15.8% |
| 1Y | +5.7% | +55.9% | -50.2% | -7.2% |
| 3Y | +160.1% | +45.5% | +114.6% | +129.2% |
| 5Y | +88.5% | +157.3% | -68.8% | +40.7% |
| 10Y | +263.1% | +65.0% | +198.1% | +108.8% |
| All | +340.9% | -22.5% | +363.4% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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