+615.2%
SYK vs VOO
+802.4%
-187.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.4% |
| 7D | -12.3% | -2.0% | -10.4% | -10.6% |
| 30D | -22.4% | -1.7% | -20.8% | -21.2% |
| 3M | -12.3% | +4.7% | -17.1% | -16.5% |
| 6M | -24.3% | +12.6% | -36.9% | -33.0% |
| YTD | -22.8% | +11.8% | -34.5% | -31.2% |
| 1Y | -28.8% | +17.5% | -46.3% | -39.8% |
| 3Y | -4.0% | +77.0% | -81.0% | -46.6% |
| 5Y | +3.8% | +82.6% | -78.7% | -44.2% |
| 10Y | +172.8% | +320.0% | -147.2% | -34.6% |
| All | +615.2% | +802.4% | -187.2% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling