+65.2%
SYF price history and return analytics
+57.4%
+7.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -4.3% |
| 7D | -4.7% | +0.4% | -5.1% | -5.6% |
| 30D | +0.6% | -2.6% | +3.2% | +4.0% |
| 3M | -6.8% | -3.2% | -3.6% | -2.8% |
| 6M | +0.5% | +0.9% | -0.4% | -1.6% |
| YTD | -11.1% | +11.3% | -22.4% | -24.8% |
| 1Y | +1.3% | +14.0% | -12.7% | -17.2% |
| 3Y | +164.6% | +75.8% | +88.8% | +17.8% |
| 5Y | +65.2% | +57.8% | +7.3% | -14.3% |
| All | +65.2% | +57.4% | +7.8% | -14.3% |
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