-76.0%
SYNX vs VT
+64.7%
-140.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -11.6% | +0.4% | -12.1% | -11.7% |
| 30D | -17.4% | +1.0% | -18.4% | -17.5% |
| 3M | -24.6% | +2.4% | -27.0% | -24.9% |
| 6M | -15.8% | +12.0% | -27.8% | -16.6% |
| YTD | -19.0% | +15.3% | -34.3% | -20.7% |
| 1Y | -45.5% | +22.6% | -68.1% | -47.3% |
| All | -76.0% | +64.7% | -140.7% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling