+170.6%
SYF vs VEU
+149.9%
+20.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.0% | +2.1% | -4.1% | -4.9% |
| 30D | +1.2% | -0.9% | +2.1% | +2.0% |
| 3M | -9.4% | -5.4% | -4.0% | -2.7% |
| 6M | +4.4% | -1.8% | +6.2% | +5.6% |
| YTD | -11.9% | +10.9% | -22.9% | -26.3% |
| 1Y | -0.4% | +13.6% | -14.0% | -19.5% |
| 3Y | +159.6% | +69.3% | +90.3% | +15.3% |
| 5Y | +60.9% | +48.1% | +12.8% | -10.8% |
| All | +170.6% | +149.9% | +20.7% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling