-51.4%
SYRE price history and return analytics
+229.8%
-281.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.0% |
| 7D | +1.8% | -1.1% | +2.9% | +3.3% |
| 30D | -13.0% | -1.0% | -12.0% | -11.9% |
| 3M | +12.2% | +3.2% | +9.0% | +7.8% |
| 6M | +118.3% | +12.5% | +105.8% | +89.1% |
| YTD | +176.6% | +14.1% | +162.5% | +135.5% |
| 1Y | +459.3% | +18.9% | +440.4% | +354.1% |
| 3Y | +544.8% | +74.1% | +470.8% | +243.5% |
| 5Y | -46.8% | +66.9% | -113.6% | -72.8% |
| All | -51.4% | +229.8% | -281.1% | -84.1% |
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