-7.2%
SYK vs VEA
+73.9%
-81.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.7% | -1.4% |
| 7D | -12.3% | -2.1% | -10.3% | -11.5% |
| 30D | -22.4% | -1.1% | -21.4% | -22.1% |
| 3M | -12.3% | +5.1% | -17.4% | -14.7% |
| 6M | -24.3% | +9.8% | -34.1% | -28.5% |
| YTD | -22.8% | +15.9% | -38.7% | -29.8% |
| 1Y | -28.8% | +24.6% | -53.3% | -38.3% |
| All | -7.2% | +73.9% | -81.2% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 3y: compounded portfolio wealth divided by compounded VEA 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…
3y analysis · Full analysis span regression · 6 months rolling