+340.9%
SYF vs VOO
+382.8%
-41.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +13.4% | +2.0% | +11.4% | +10.3% |
| 6M | +16.3% | +13.0% | +3.3% | -1.8% |
| YTD | -3.0% | +13.6% | -16.6% | -18.5% |
| 1Y | +5.7% | +20.1% | -14.4% | -17.7% |
| 3Y | +160.1% | +77.6% | +82.5% | +21.4% |
| 5Y | +88.5% | +82.4% | +6.1% | -14.2% |
| 10Y | +263.1% | +316.8% | -53.8% | -34.0% |
| All | +340.9% | +382.8% | -41.9% | -27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling