+85.6%
SYF vs VCLT
-15.5%
+101.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | -1.1% | +0.1% | -1.2% | -1.1% |
| 3M | +7.4% | -2.9% | +10.3% | +9.1% |
| 6M | +16.2% | -4.0% | +20.2% | +18.8% |
| YTD | -6.1% | -2.2% | -3.9% | -4.8% |
| 1Y | +3.4% | -2.6% | +6.0% | +5.0% |
| 3Y | +162.9% | +12.3% | +150.6% | +147.5% |
| 5Y | +85.6% | -16.4% | +102.0% | +69.5% |
| All | +85.6% | -15.5% | +101.1% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling