+5.0%
SYK price history and return analytics
+64.2%
-59.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.3% |
| 7D | -12.3% | -2.0% | -10.3% | -10.9% |
| 30D | -22.4% | -1.4% | -21.0% | -21.5% |
| 3M | -12.3% | +4.7% | -17.1% | -16.0% |
| 6M | -24.3% | +11.4% | -35.7% | -31.6% |
| YTD | -22.8% | +13.1% | -35.8% | -31.3% |
| 1Y | -28.8% | +19.0% | -47.8% | -39.7% |
| 3Y | -4.0% | +73.9% | -77.9% | -44.1% |
| All | +5.0% | +64.2% | -59.2% | -34.4% |
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 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