+7.2%
SYK vs VO
+42.1%
-35.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.4% |
| 7D | -9.1% | -1.5% | -7.6% | -7.9% |
| 30D | -20.6% | -3.0% | -17.6% | -18.6% |
| 3M | -9.6% | +2.8% | -12.4% | -11.6% |
| 6M | -19.9% | +10.9% | -30.8% | -26.5% |
| YTD | -21.2% | +12.5% | -33.6% | -28.7% |
| 1Y | -28.4% | +12.0% | -40.4% | -35.1% |
| 3Y | -5.3% | +56.3% | -61.6% | -36.0% |
| All | +7.2% | +42.1% | -35.0% | -21.0% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling