-63.6%
SYRE vs VT
+253.5%
-317.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -1.5% | +0.4% | -2.0% | -2.1% |
| 30D | -14.7% | +1.0% | -15.7% | -15.9% |
| 3M | +13.4% | +2.4% | +11.0% | +10.3% |
| 6M | +117.0% | +12.0% | +105.0% | +89.6% |
| YTD | +171.6% | +15.3% | +156.3% | +128.8% |
| 1Y | +423.7% | +22.6% | +401.1% | +311.0% |
| 3Y | +513.7% | +74.7% | +439.0% | +230.0% |
| 5Y | -51.9% | +66.1% | -118.0% | -74.8% |
| 10Y | -43.1% | +225.0% | -268.1% | -83.4% |
| All | -63.6% | +253.5% | -317.1% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling