+820.6%
VOO vs SYK
+633.6%
+187.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.2% | -0.1% |
| 7D | -0.8% | -9.1% | +8.3% | +3.4% |
| 30D | -1.1% | -20.6% | +19.6% | +9.5% |
| 3M | +3.9% | -9.6% | +13.5% | +7.0% |
| 6M | +13.6% | -19.9% | +33.5% | +23.3% |
| YTD | +12.7% | -21.2% | +33.9% | +22.8% |
| 1Y | +17.6% | -28.4% | +46.0% | +33.9% |
| 3Y | +77.3% | -5.3% | +82.7% | +73.0% |
| 5Y | +84.1% | +6.0% | +78.1% | +65.8% |
| 10Y | +323.5% | +178.4% | +145.1% | +116.2% |
| All | +820.6% | +633.6% | +187.1% | +163.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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