+9.4%
VTI vs SYK
-6.5%
+16.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.0% | -4.3% |
| 7D | -4.7% | +7.5% | -12.2% | -5.0% |
| 30D | -5.8% | +20.4% | -26.2% | -6.4% |
| 3M | -4.8% | -0.3% | -4.5% | -4.9% |
| 6M | +1.5% | +14.2% | -12.6% | +0.2% |
| YTD | +8.5% | -3.8% | +12.3% | +9.6% |
| 1Y | +9.4% | -5.3% | +14.7% | +10.8% |
| All | +9.4% | -6.5% | +16.0% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling