+345.0%
SYM price history and return analytics
+66.2%
+278.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.7% |
| 7D | +13.3% | +1.0% | +12.3% | +11.5% |
| 30D | +7.8% | -0.2% | +8.0% | +8.4% |
| 3M | -2.3% | +4.5% | -6.9% | -8.1% |
| 6M | -10.9% | +14.1% | -25.0% | -26.1% |
| YTD | -27.2% | +14.8% | -42.0% | -39.8% |
| 1Y | -9.0% | +21.2% | -30.2% | -29.4% |
| 3Y | +21.6% | +76.6% | -55.0% | -33.4% |
| 5Y | +345.0% | +66.6% | +278.4% | +131.8% |
| All | +345.0% | +66.2% | +278.8% | +131.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling