-84.1%
SY price history and return analytics
+148.2%
-232.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.4% |
| 7D | -3.3% | +1.0% | -4.3% | -4.3% |
| 30D | +21.6% | -0.2% | +21.8% | +21.9% |
| 3M | +44.8% | +4.5% | +40.3% | +37.6% |
| 6M | -13.1% | +14.1% | -27.2% | -24.7% |
| YTD | +3.5% | +14.8% | -11.2% | -10.4% |
| 1Y | -36.0% | +21.2% | -57.2% | -47.5% |
| 3Y | +131.4% | +76.6% | +54.9% | +25.5% |
| 5Y | -42.7% | +66.6% | -109.3% | -66.2% |
| All | -84.1% | +148.2% | -232.3% | -92.8% |
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