+262.7%
SYF vs VOO
+315.3%
-52.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.0% |
| 7D | -1.3% | -0.4% | -1.0% | -0.8% |
| 30D | -1.1% | -1.4% | +0.3% | +1.0% |
| 3M | +7.4% | +3.7% | +3.7% | +2.0% |
| 6M | +16.2% | +13.0% | +3.2% | -2.8% |
| YTD | -6.1% | +12.4% | -18.6% | -20.7% |
| 1Y | +3.4% | +18.6% | -15.2% | -19.2% |
| 3Y | +162.9% | +78.1% | +84.8% | +17.0% |
| 5Y | +85.6% | +82.3% | +3.3% | -19.3% |
| 10Y | +262.7% | +322.5% | -59.8% | -51.2% |
| All | +262.7% | +315.3% | -52.6% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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