+247.2%
SYLD price history and return analytics
+222.7%
+24.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.1% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | +0.4% | -0.7% | +1.1% | +1.1% |
| 3M | +8.1% | +4.0% | +4.1% | +3.1% |
| 6M | +15.5% | +12.3% | +3.2% | +0.6% |
| YTD | +24.1% | +14.0% | +10.0% | +6.1% |
| 1Y | +25.4% | +20.3% | +5.1% | +0.8% |
| 3Y | +44.6% | +75.4% | -30.8% | -24.5% |
| 5Y | +56.4% | +66.0% | -9.6% | -12.7% |
| 10Y | +247.2% | +228.2% | +19.0% | -5.6% |
| All | +247.2% | +222.7% | +24.5% | -5.6% |
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 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