-14.0%
SYK vs VG
+71.2%
-85.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.7% | -6.7% | -1.7% |
| 7D | -6.8% | +15.1% | -21.9% | -5.8% |
| 30D | +10.6% | -4.2% | +14.8% | +10.5% |
| 3M | -9.7% | -3.1% | -6.6% | -9.7% |
| 6M | +6.7% | +0.3% | +6.4% | +7.1% |
| YTD | -10.4% | +95.5% | -105.8% | -8.4% |
| 1Y | -14.0% | +64.4% | -78.4% | -13.1% |
| All | -14.0% | +71.2% | -85.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling