-22.3%
SYK vs VO
+15.8%
-38.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.3% | -0.3% | -8.1% | -8.2% |
| 30D | -10.1% | -0.3% | -9.7% | -9.9% |
| 3M | +0.9% | +2.9% | -2.0% | -0.4% |
| 6M | -20.2% | +9.3% | -29.5% | -23.8% |
| YTD | -13.3% | +14.2% | -27.5% | -18.7% |
| 1Y | -22.3% | +15.3% | -37.6% | -28.6% |
| All | -22.3% | +15.8% | -38.2% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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