+170.6%
SYF vs VO
+197.6%
-27.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +3.1% | -5.1% | -6.5% |
| 30D | +1.2% | +2.2% | -1.0% | -2.3% |
| 3M | -9.4% | -2.5% | -6.9% | -6.2% |
| 6M | +4.4% | +7.0% | -2.5% | -5.5% |
| YTD | -11.9% | +14.0% | -25.9% | -27.3% |
| 1Y | -0.4% | +15.6% | -16.1% | -19.5% |
| 3Y | +159.6% | +66.2% | +93.4% | +27.9% |
| 5Y | +60.9% | +36.6% | +24.3% | +6.7% |
| All | +170.6% | +197.6% | -27.0% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling