-42.1%
SYRE vs VOO
+72.6%
-114.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.5% |
| 7D | +0.1% | +2.6% | -2.4% | -2.7% |
| 30D | +32.3% | -2.0% | +34.3% | +35.5% |
| 3M | +2.1% | -2.8% | +4.9% | +5.4% |
| 6M | +36.3% | +2.2% | +34.1% | +33.3% |
| YTD | +217.5% | +11.5% | +205.9% | +182.5% |
| 1Y | +359.6% | +13.5% | +346.1% | +302.1% |
| 3Y | +921.6% | +78.1% | +843.5% | +530.4% |
| All | -42.1% | +72.6% | -114.7% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling