-31.2%
SYRE vs VT
+221.8%
-253.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.4% |
| 7D | +0.1% | +2.4% | -2.2% | -2.8% |
| 30D | +32.3% | -1.5% | +33.8% | +35.1% |
| 3M | +2.1% | -4.1% | +6.2% | +8.0% |
| 6M | +36.3% | +0.6% | +35.7% | +35.7% |
| YTD | +217.5% | +11.0% | +206.4% | +179.3% |
| 1Y | +359.6% | +13.3% | +346.2% | +294.6% |
| 3Y | +921.6% | +73.4% | +848.2% | +440.9% |
| 5Y | -40.9% | +57.4% | -98.3% | -67.6% |
| All | -31.2% | +221.8% | -253.0% | -83.7% |
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