+1,051.0%
SYRE vs VT
+74.1%
+976.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +0.1% |
| 7D | +14.1% | +0.4% | +13.8% | +13.0% |
| 30D | +27.2% | -2.6% | +29.8% | +33.5% |
| 3M | +3.9% | -3.2% | +7.1% | +10.2% |
| 6M | +45.2% | +0.9% | +44.3% | +42.1% |
| YTD | +232.7% | +11.3% | +221.4% | +170.1% |
| 1Y | +384.0% | +14.0% | +370.0% | +275.4% |
| 3Y | +1,051.0% | +75.8% | +975.2% | +359.7% |
| All | +1,051.0% | +74.1% | +976.9% | +359.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling