+245.8%
SYM price history and return analytics
+81.6%
+164.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.5% |
| 7D | +1.1% | +2.9% | -1.7% | -3.3% |
| 30D | -13.3% | -2.5% | -10.8% | -9.6% |
| 3M | -14.0% | -3.3% | -10.6% | -8.7% |
| 6M | -30.9% | +1.5% | -32.5% | -31.3% |
| YTD | -40.4% | +11.4% | -51.8% | -47.7% |
| 1Y | -43.8% | +11.9% | -55.8% | -50.8% |
| 3Y | +12.9% | +73.9% | -60.9% | -33.5% |
| 5Y | +255.1% | +57.9% | +197.2% | +103.3% |
| All | +245.8% | +81.6% | +164.1% | +93.4% |
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 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