+167.2%
SYF vs VIG
+57.1%
+110.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.2% |
| 7D | +2.6% | -0.4% | +3.0% | +3.4% |
| 30D | 0.0% | -2.1% | +2.1% | +4.0% |
| 3M | +11.9% | +3.3% | +8.6% | +6.0% |
| 6M | +18.9% | +9.3% | +9.6% | +1.9% |
| YTD | -4.6% | +10.1% | -14.7% | -19.2% |
| 1Y | +6.4% | +14.7% | -8.3% | -16.3% |
| 3Y | +167.2% | +56.9% | +110.2% | +38.3% |
| All | +167.2% | +57.1% | +110.1% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling