-57.5%
SYRE vs VT
+232.5%
-290.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.2% |
| 7D | +7.6% | -2.3% | +9.9% | +10.7% |
| 30D | +28.5% | -5.0% | +33.4% | +37.2% |
| 3M | +0.4% | -4.9% | +5.3% | +6.9% |
| 6M | +42.3% | -1.5% | +43.8% | +45.5% |
| YTD | +217.0% | +8.5% | +208.5% | +188.8% |
| 1Y | +363.9% | +11.4% | +352.5% | +309.8% |
| 3Y | +870.7% | +70.1% | +800.6% | +443.3% |
| 5Y | -43.2% | +53.7% | -97.0% | -67.0% |
| 10Y | -32.1% | +220.0% | -252.1% | -78.7% |
| All | -57.5% | +232.5% | -290.0% | -88.1% |
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