-88.1%
SY price history and return analytics
+140.7%
-228.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.5% | -5.8% |
| 7D | 0.0% | +0.4% | -0.4% | -0.7% |
| 30D | -20.1% | -2.6% | -17.5% | -17.9% |
| 3M | -8.7% | -3.2% | -5.5% | -5.6% |
| 6M | -33.0% | +0.9% | -33.9% | -34.1% |
| YTD | -22.3% | +11.3% | -33.6% | -30.6% |
| 1Y | -55.5% | +14.0% | -69.5% | -61.2% |
| 3Y | +113.0% | +75.8% | +37.2% | +15.9% |
| 5Y | -46.9% | +57.8% | -104.7% | -67.1% |
| All | -88.1% | +140.7% | -228.8% | -94.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling