+4.1%
SYF vs VICR
+76.0%
-71.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -11.1% | +10.9% | +0.3% |
| 7D | -0.4% | -26.6% | +26.1% | +1.0% |
| 30D | +4.4% | -47.9% | +52.3% | +7.8% |
| 3M | -4.7% | -29.8% | +25.1% | -4.0% |
| 6M | +1.9% | -36.6% | +38.5% | +0.8% |
| YTD | -8.9% | +45.1% | -54.1% | -25.0% |
| 1Y | +4.1% | +80.0% | -76.0% | -19.4% |
| All | +4.1% | +76.0% | -71.9% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling