+63.4%
SYBT price history and return analytics
+65.7%
-2.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.3% |
| 7D | +0.3% | -1.1% | +1.4% | +1.2% |
| 30D | -6.2% | -1.0% | -5.2% | -5.5% |
| 3M | +7.0% | +3.2% | +3.9% | +4.1% |
| 6M | +26.5% | +12.5% | +14.0% | +14.4% |
| YTD | +23.9% | +14.1% | +9.9% | +10.7% |
| 1Y | +4.7% | +18.9% | -14.2% | -9.5% |
| 3Y | +98.5% | +74.1% | +24.4% | +29.7% |
| All | +63.4% | +65.7% | -2.3% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling