+297.1%
SYF vs VEU
+121.8%
+175.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.6% |
| 7D | -3.3% | +2.4% | -5.6% | -6.2% |
| 30D | -2.2% | -2.0% | -0.2% | 0.0% |
| 3M | -9.3% | -5.1% | -4.2% | -3.6% |
| 6M | +2.1% | -0.7% | +2.8% | +1.8% |
| YTD | -12.6% | +11.0% | -23.6% | -25.4% |
| 1Y | -3.4% | +12.4% | -15.8% | -18.8% |
| 3Y | +156.5% | +69.8% | +86.7% | +25.4% |
| 5Y | +59.6% | +48.2% | +11.4% | -5.2% |
| 10Y | +178.6% | +148.1% | +30.5% | -0.5% |
| All | +297.1% | +121.8% | +175.3% | +46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling