+158.3%
VEA vs SYF
+255.8%
-97.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | -0.6% |
| 7D | -2.1% | -5.5% | +3.5% | -0.6% |
| 30D | -1.1% | -3.9% | +2.8% | -0.1% |
| 3M | +5.1% | +8.9% | -3.9% | +2.4% |
| 6M | +9.8% | +16.2% | -6.4% | +5.0% |
| YTD | +15.9% | -8.4% | +24.4% | +17.6% |
| 1Y | +24.6% | +2.6% | +21.9% | +22.2% |
| 3Y | +75.5% | +156.4% | -80.8% | +28.5% |
| 5Y | +59.4% | +78.2% | -18.8% | +25.5% |
| All | +158.3% | +255.8% | -97.5% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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