+301.0%
SYM vs VOO
+112.3%
+188.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.7% |
| 7D | -1.2% | -2.0% | +0.8% | +1.8% |
| 30D | -1.4% | -1.7% | +0.2% | +1.2% |
| 3M | -0.3% | +4.7% | -5.1% | -6.0% |
| 6M | -17.6% | +12.6% | -30.2% | -29.2% |
| YTD | -30.9% | +11.8% | -42.7% | -39.7% |
| 1Y | -15.9% | +17.5% | -33.5% | -30.3% |
| 3Y | +15.4% | +77.0% | -61.6% | -30.9% |
| 5Y | +317.7% | +82.6% | +235.1% | +135.3% |
| All | +301.0% | +112.3% | +188.7% | +119.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling