+447.2%
SYK price history and return analytics
+364.8%
+82.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.9% |
| 6M | -24.3% | +11.4% | -35.7% | -31.1% |
| YTD | -22.8% | +13.1% | -35.8% | -30.7% |
| 1Y | -28.8% | +19.0% | -47.8% | -38.8% |
| 3Y | -4.0% | +73.9% | -77.9% | -39.7% |
| 5Y | +3.8% | +65.4% | -61.5% | -31.8% |
| 10Y | +172.8% | +225.4% | -52.6% | +10.5% |
| All | +447.2% | +364.8% | +82.4% | +55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling