+21.2%
VZ vs SYF
+63.1%
-41.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | +2.4% | -4.2% | +6.6% | +2.6% |
| 30D | +11.2% | -1.1% | +12.3% | +11.2% |
| 3M | 0.0% | -7.9% | +7.9% | +0.4% |
| 6M | +1.3% | -1.1% | +2.4% | +1.3% |
| YTD | +21.3% | -12.6% | +33.9% | +22.0% |
| 1Y | +23.9% | -2.4% | +26.3% | +23.7% |
| 3Y | +57.7% | +156.6% | -98.9% | +41.4% |
| 5Y | +21.2% | +61.9% | -40.7% | +13.8% |
| All | +21.2% | +63.1% | -41.9% | +13.8% |
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