+267.0%
SYM price history and return analytics
+80.7%
+186.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.3% |
| 7D | +0.3% | -0.1% | +0.4% | +0.5% |
| 30D | -11.8% | -3.1% | -8.7% | -7.1% |
| 3M | -6.2% | -3.5% | -2.7% | -0.2% |
| 6M | -28.1% | +0.5% | -28.5% | -27.2% |
| YTD | -36.8% | +10.8% | -47.6% | -44.0% |
| 1Y | -46.8% | +11.9% | -58.7% | -53.3% |
| 3Y | +19.9% | +73.0% | -53.1% | -28.8% |
| 5Y | +276.2% | +58.6% | +217.6% | +117.0% |
| All | +267.0% | +80.7% | +186.3% | +107.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling