+24.2%
SYSB price history and return analytics
+225.8%
-201.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.2% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -0.2% | -0.7% | +0.5% | -0.1% |
| 3M | -0.6% | +4.0% | -4.6% | -1.0% |
| 6M | -1.8% | +12.3% | -14.1% | -2.9% |
| YTD | -0.6% | +14.0% | -14.6% | -1.9% |
| 1Y | +0.5% | +20.3% | -19.8% | -1.3% |
| 3Y | +20.1% | +75.4% | -55.3% | +13.6% |
| 5Y | +5.7% | +66.0% | -60.3% | -0.2% |
| 10Y | +22.6% | +228.2% | -205.6% | +11.3% |
| All | +24.2% | +225.8% | -201.5% | +13.1% |
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 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