+315.8%
SYM price history and return analytics
+86.0%
+229.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.6% |
| 7D | +6.9% | -0.1% | +7.0% | +7.2% |
| 30D | +6.3% | -0.7% | +6.9% | +7.6% |
| 3M | +0.2% | +4.0% | -3.8% | -4.6% |
| 6M | -15.2% | +12.3% | -27.5% | -27.4% |
| YTD | -28.4% | +14.0% | -42.4% | -39.6% |
| 1Y | -12.1% | +20.3% | -32.4% | -30.2% |
| 3Y | +19.7% | +75.4% | -55.8% | -31.5% |
| 5Y | +333.6% | +66.0% | +267.6% | +137.8% |
| All | +315.8% | +86.0% | +229.8% | +123.2% |
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