+167.6%
SYK vs VO
+197.9%
-30.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.1% |
| 7D | -12.3% | -2.5% | -9.8% | -10.2% |
| 30D | -22.4% | -3.2% | -19.2% | -20.0% |
| 3M | -12.3% | +3.9% | -16.3% | -15.5% |
| 6M | -24.3% | +9.6% | -34.0% | -30.7% |
| YTD | -22.8% | +11.6% | -34.3% | -30.7% |
| 1Y | -28.8% | +12.6% | -41.4% | -36.7% |
| 3Y | -4.0% | +55.4% | -59.4% | -38.0% |
| 5Y | +3.8% | +41.8% | -38.0% | -27.0% |
| All | +167.6% | +197.9% | -30.3% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling