-27.9%
SYRE vs VT
+224.4%
-252.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.7% |
| 7D | +7.9% | -0.7% | +8.6% | +8.9% |
| 30D | +24.4% | -1.7% | +26.1% | +27.4% |
| 3M | +4.0% | -2.3% | +6.3% | +7.2% |
| 6M | +39.8% | +1.5% | +38.2% | +37.4% |
| YTD | +226.1% | +12.0% | +214.0% | +183.4% |
| 1Y | +357.5% | +12.9% | +344.6% | +294.9% |
| 3Y | +1,025.6% | +74.9% | +950.7% | +488.7% |
| 5Y | -41.4% | +59.9% | -101.3% | -68.6% |
| 10Y | -27.9% | +224.6% | -252.6% | -82.9% |
| All | -27.9% | +224.4% | -252.3% | -82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling