+74.0%
VTI vs SYF
+78.7%
-4.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.1% |
| 7D | -2.0% | -5.5% | +3.5% | -0.3% |
| 30D | -1.9% | -3.9% | +1.9% | -0.8% |
| 3M | +4.5% | +8.9% | -4.4% | +1.3% |
| 6M | +12.6% | +16.2% | -3.6% | +6.7% |
| YTD | +12.0% | -8.4% | +20.4% | +13.8% |
| 1Y | +17.3% | +2.6% | +14.7% | +14.6% |
| 3Y | +75.3% | +156.4% | -81.0% | +22.4% |
| 5Y | +74.0% | +78.2% | -4.2% | +28.4% |
| All | +74.0% | +78.7% | -4.7% | +28.4% |
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