+92.3%
SYF vs VO
+43.2%
+49.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -0.8% |
| 7D | +2.6% | +0.6% | +2.0% | +1.7% |
| 30D | 0.0% | -1.1% | +1.1% | +1.6% |
| 3M | +11.9% | +4.5% | +7.4% | +5.5% |
| 6M | +18.9% | +11.1% | +7.9% | +2.9% |
| YTD | -4.6% | +13.5% | -18.1% | -19.8% |
| 1Y | +6.4% | +14.5% | -8.1% | -11.4% |
| 3Y | +167.2% | +58.1% | +109.1% | +50.3% |
| 5Y | +92.3% | +43.3% | +49.1% | +22.2% |
| All | +92.3% | +43.2% | +49.2% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling