-51.7%
SYPR vs VT
+66.2%
-117.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -54.3% |
| YTD | -23.4% | +15.3% | -38.7% | -30.3% |
| 1Y | -16.9% | +22.6% | -39.5% | -27.2% |
| 3Y | -9.7% | +74.7% | -84.3% | -39.1% |
| All | -51.7% | +66.2% | -117.9% | -63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling