+515.3%
VRTX vs SYF
+306.8%
+208.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | -2.1% | -2.1% | 0.0% | -1.7% |
| 30D | +8.2% | +2.5% | +5.7% | +7.6% |
| 3M | +13.0% | -6.3% | +19.3% | +14.2% |
| 6M | +27.9% | -1.5% | +29.4% | +27.8% |
| YTD | +20.7% | -10.5% | +31.2% | +22.3% |
| 1Y | +31.4% | +1.5% | +29.9% | +30.1% |
| 3Y | +41.8% | +163.3% | -121.4% | +13.4% |
| 5Y | +183.7% | +66.8% | +116.9% | +142.3% |
| 10Y | +592.9% | +228.5% | +364.4% | +343.3% |
| All | +515.3% | +306.8% | +208.5% | +261.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling