+13.8%
VRT vs SYF
+4.2%
+9.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.2% | -12.7% | -12.8% |
| 7D | -15.4% | -0.4% | -15.0% | -15.3% |
| 30D | -19.0% | +4.4% | -23.3% | -20.0% |
| 3M | -23.8% | -4.7% | -19.1% | -22.8% |
| 6M | -37.9% | +1.9% | -39.8% | -38.3% |
| YTD | +27.0% | -8.9% | +35.9% | +24.0% |
| 1Y | +13.8% | +4.1% | +9.7% | -1.6% |
| All | +13.8% | +4.2% | +9.6% | -1.6% |
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