+33.4%
VWO vs SYF
+78.7%
-45.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +0.9% | -1.0% |
| 7D | -1.7% | -5.5% | +3.8% | -0.6% |
| 30D | -0.3% | -3.9% | +3.6% | +0.4% |
| 3M | +4.0% | +8.9% | -5.0% | +1.9% |
| 6M | +8.1% | +16.2% | -8.1% | +4.5% |
| YTD | +11.6% | -8.4% | +20.1% | +12.7% |
| 1Y | +16.2% | +2.6% | +13.6% | +14.4% |
| 3Y | +63.3% | +156.4% | -93.1% | +26.6% |
| 5Y | +33.4% | +78.2% | -44.8% | +9.1% |
| All | +33.4% | +78.7% | -45.3% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling