+74.4%
SYF vs VNQ
+7.0%
+67.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.1% |
| 7D | -4.9% | -1.3% | -3.6% | -3.8% |
| 30D | -4.3% | -2.6% | -1.7% | -2.0% |
| 3M | +5.5% | -2.0% | +7.5% | +7.4% |
| 6M | +17.5% | +4.3% | +13.2% | +12.8% |
| YTD | -7.8% | +9.2% | -17.0% | -15.2% |
| 1Y | +1.6% | +5.6% | -4.0% | -3.6% |
| 3Y | +154.8% | +30.8% | +124.0% | +96.2% |
| All | +74.4% | +7.0% | +67.4% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling