-43.9%
SYM price history and return analytics
+13.3%
-57.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -4.2% |
| 7D | -1.1% | -0.7% | -0.4% | +0.6% |
| 30D | -9.0% | -1.7% | -7.3% | -4.7% |
| 3M | -11.0% | -2.3% | -8.7% | -4.9% |
| 6M | -28.2% | +1.5% | -29.8% | -30.0% |
| YTD | -37.6% | +12.0% | -49.7% | -55.4% |
| 1Y | -43.9% | +12.9% | -56.8% | -61.0% |
| All | -43.9% | +13.3% | -57.2% | -61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling