-51.4%
SYRE vs VOO
+325.3%
-376.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.1% |
| 7D | +1.8% | -0.8% | +2.6% | +2.8% |
| 30D | -13.0% | -1.1% | -11.9% | -11.9% |
| 3M | +12.2% | +3.9% | +8.3% | +6.9% |
| 6M | +118.3% | +13.6% | +104.7% | +88.1% |
| YTD | +176.6% | +12.7% | +163.8% | +140.5% |
| 1Y | +459.3% | +17.6% | +441.7% | +364.8% |
| 3Y | +544.8% | +77.3% | +467.5% | +244.7% |
| 5Y | -46.8% | +84.1% | -130.9% | -75.4% |
| All | -51.4% | +325.3% | -376.6% | -85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling