-7.9%
SYPR vs VT
+75.0%
-82.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +7.5% | +0.4% | +7.0% | +7.1% |
| 30D | -10.1% | +1.0% | -11.1% | -10.7% |
| 3M | -41.2% | +2.4% | -43.6% | -42.0% |
| 6M | -50.8% | +12.0% | -62.8% | -53.8% |
| YTD | -23.4% | +15.3% | -38.7% | -28.9% |
| 1Y | -16.9% | +22.6% | -39.5% | -24.5% |
| All | -7.9% | +75.0% | -82.9% | -25.3% |
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