-40.6%
SY price history and return analytics
+15.2%
-55.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +2.2% |
| 7D | -0.5% | -0.3% | -0.2% | 0.0% |
| 30D | -23.7% | -1.4% | -22.3% | -21.8% |
| 3M | +5.0% | -1.4% | +6.4% | +7.4% |
| 6M | -30.3% | +5.5% | -35.8% | -38.1% |
| YTD | -18.4% | +12.8% | -31.2% | -37.6% |
| 1Y | -40.6% | +15.4% | -56.1% | -57.1% |
| All | -40.6% | +15.2% | -55.8% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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