+33.9%
VTR vs SYF
+0.9%
+33.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.1% |
| 7D | -1.8% | -5.5% | +3.7% | -2.1% |
| 30D | +4.0% | -3.9% | +7.9% | +3.8% |
| 3M | +7.8% | +8.9% | -1.1% | +8.5% |
| 6M | +6.4% | +16.2% | -9.9% | +7.2% |
| YTD | +18.3% | -8.4% | +26.8% | +17.3% |
| 1Y | +33.9% | +2.6% | +31.3% | +33.5% |
| All | +33.9% | +0.9% | +33.0% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling