+153.0%
SYF vs VNQ
+29.8%
+123.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.8% |
| 7D | -5.5% | -2.6% | -2.9% | -3.4% |
| 30D | -3.9% | -2.3% | -1.5% | -2.0% |
| 3M | +8.9% | -2.8% | +11.7% | +11.4% |
| 6M | +16.2% | +2.5% | +13.7% | +13.7% |
| YTD | -8.4% | +8.4% | -16.9% | -14.5% |
| 1Y | +2.6% | +6.8% | -4.1% | -3.0% |
| All | +153.0% | +29.8% | +123.2% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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