+938.9%
VLO vs SYF
+257.7%
+681.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.4% |
| 7D | +6.2% | -1.3% | +7.6% | +6.9% |
| 30D | +23.5% | -1.1% | +24.6% | +23.9% |
| 3M | +53.9% | +7.4% | +46.5% | +46.5% |
| 6M | +81.7% | +16.2% | +65.5% | +63.6% |
| YTD | +142.5% | -6.1% | +148.6% | +142.1% |
| 1Y | +145.4% | +3.4% | +142.1% | +131.4% |
| 3Y | +197.3% | +162.9% | +34.5% | +59.6% |
| 5Y | +614.6% | +85.6% | +529.0% | +337.8% |
| 10Y | +938.9% | +262.7% | +676.1% | +265.7% |
| All | +938.9% | +257.7% | +681.2% | +265.7% |
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