-33.2%
SYPR vs VT
+76.6%
-109.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -6.4% |
| 7D | -8.6% | -0.3% | -8.3% | -8.5% |
| 30D | -30.2% | -1.4% | -28.8% | -29.5% |
| 3M | -36.8% | -1.4% | -35.4% | -36.1% |
| 6M | -65.5% | +5.5% | -71.0% | -66.3% |
| YTD | -48.0% | +12.8% | -60.8% | -51.0% |
| 1Y | -39.2% | +15.4% | -54.7% | -43.3% |
| All | -33.2% | +76.6% | -109.7% | -44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling