+148.3%
VLO vs SYF
+0.9%
+147.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -1.1% |
| 7D | +4.0% | -5.5% | +9.5% | +3.4% |
| 30D | +19.0% | -3.9% | +22.9% | +18.5% |
| 3M | +50.0% | +8.9% | +41.1% | +51.3% |
| 6M | +79.1% | +16.2% | +62.9% | +76.9% |
| YTD | +140.3% | -8.4% | +148.7% | +150.0% |
| 1Y | +148.3% | +2.6% | +145.7% | +147.9% |
| All | +148.3% | +0.9% | +147.4% | +147.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling