-75.0%
SYNX vs VT
+54.9%
-129.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.1% |
| 7D | +0.4% | -2.3% | +2.8% | +1.0% |
| 30D | -3.9% | -5.0% | +1.0% | -3.0% |
| 3M | -15.7% | -4.9% | -10.8% | -14.9% |
| 6M | -23.6% | -1.5% | -22.0% | -23.2% |
| YTD | -15.7% | +8.5% | -24.2% | -16.6% |
| 1Y | -41.2% | +11.4% | -52.5% | -42.1% |
| All | -75.0% | +54.9% | -129.9% | -69.6% |
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