-7.2%
SYK vs VEU
+72.0%
-79.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.4% |
| 7D | -12.3% | -1.9% | -10.4% | -11.6% |
| 30D | -22.4% | -0.7% | -21.7% | -22.2% |
| 3M | -12.3% | +4.9% | -17.2% | -14.5% |
| 6M | -24.3% | +9.8% | -34.2% | -28.4% |
| YTD | -22.8% | +15.3% | -38.1% | -29.4% |
| 1Y | -28.8% | +23.0% | -51.8% | -37.6% |
| All | -7.2% | +72.0% | -79.2% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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