+61.9%
SYF vs VOO
+75.1%
-13.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | -1.3% |
| 7D | -3.6% | -0.9% | -2.7% | -2.7% |
| 30D | -1.7% | -2.3% | +0.6% | +1.0% |
| 3M | -7.8% | -1.2% | -6.6% | -6.7% |
| 6M | +3.4% | +3.3% | +0.1% | -1.8% |
| YTD | -12.2% | +12.3% | -24.5% | -25.6% |
| 1Y | -1.6% | +12.5% | -14.1% | -16.7% |
| 3Y | +157.8% | +79.2% | +78.6% | +19.9% |
| 5Y | +61.9% | +75.7% | -13.8% | -23.7% |
| All | +61.9% | +75.1% | -13.3% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling