+61.0%
SYF vs VRSN
+34.7%
+26.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.0% | +1.4% | -3.4% | -2.6% |
| 30D | +1.2% | +3.9% | -2.7% | -0.3% |
| 3M | -9.4% | +9.3% | -18.7% | -12.6% |
| 6M | +4.4% | +6.7% | -2.2% | +0.9% |
| YTD | -11.9% | +30.0% | -42.0% | -22.9% |
| 1Y | -0.4% | +26.0% | -26.4% | -11.6% |
| 3Y | +159.6% | +53.1% | +106.4% | +102.2% |
| All | +61.0% | +34.7% | +26.3% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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