+75.7%
VTI vs SYK
-2.6%
+78.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.2% | +0.3% |
| 7D | -0.9% | -9.1% | +8.2% | +1.3% |
| 30D | -1.4% | -20.6% | +19.2% | +4.1% |
| 3M | +3.6% | -9.6% | +13.2% | +4.8% |
| 6M | +13.6% | -19.9% | +33.5% | +19.6% |
| YTD | +12.9% | -21.2% | +34.1% | +19.2% |
| 1Y | +17.2% | -28.4% | +45.6% | +28.3% |
| 3Y | +75.7% | -5.3% | +81.0% | +77.4% |
| All | +75.7% | -2.6% | +78.3% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling