+64.6%
VTI vs SYF
+60.4%
+4.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | +2.5% | -2.0% | +4.6% | +3.2% |
| 30D | -1.5% | +1.2% | -2.7% | -2.0% |
| 3M | -3.2% | -9.4% | +6.2% | -0.4% |
| 6M | +2.3% | +4.4% | -2.1% | +0.2% |
| YTD | +11.6% | -11.9% | +23.6% | +14.7% |
| 1Y | +13.8% | -0.4% | +14.2% | +12.2% |
| 3Y | +77.4% | +159.6% | -82.1% | +22.5% |
| All | +64.6% | +60.4% | +4.1% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling