-16.2%
SYK vs VT
+11.9%
-28.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -5.0% | +2.4% | -7.3% | -5.5% |
| 30D | +9.9% | -1.5% | +11.5% | +10.2% |
| 3M | -8.9% | -4.1% | -4.8% | -8.4% |
| 6M | +3.1% | +0.6% | +2.5% | +2.9% |
| YTD | -11.1% | +11.0% | -22.2% | -16.0% |
| 1Y | -16.2% | +13.3% | -29.5% | -21.9% |
| All | -16.2% | +11.9% | -28.1% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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