+16.3%
VTI vs SYK
-28.8%
+45.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | -0.5% |
| 7D | -2.0% | -12.3% | +10.3% | -1.5% |
| 30D | -1.9% | -22.4% | +20.5% | -1.0% |
| 3M | +4.5% | -12.3% | +16.9% | +4.6% |
| 6M | +12.6% | -24.3% | +36.9% | +14.8% |
| YTD | +12.0% | -22.8% | +34.8% | +14.0% |
| All | +16.3% | -28.8% | +45.1% | +19.0% |
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