+942.2%
VTI vs SYK
+1,162.7%
-220.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | +0.3% |
| 7D | -2.0% | -12.3% | +10.3% | +3.7% |
| 30D | -1.9% | -22.4% | +20.5% | +9.5% |
| 3M | +4.5% | -12.3% | +16.9% | +9.3% |
| 6M | +12.6% | -24.3% | +36.9% | +25.2% |
| YTD | +12.0% | -22.8% | +34.8% | +23.0% |
| 1Y | +17.3% | -28.8% | +46.1% | +33.4% |
| 3Y | +75.3% | -4.0% | +79.3% | +70.8% |
| 5Y | +74.0% | +3.8% | +70.2% | +60.4% |
| 10Y | +300.0% | +172.8% | +127.2% | +124.2% |
| All | +942.2% | +1,162.7% | -220.4% | +178.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling