+26.3%
SYY vs FTV
-3.3%
+29.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.4% |
| 7D | -0.2% | -1.3% | +1.0% | 0.0% |
| 30D | -2.7% | -9.5% | +6.8% | -1.1% |
| 3M | +5.9% | -10.9% | +16.8% | +7.9% |
| 6M | -2.3% | -0.6% | -1.7% | -2.6% |
| YTD | +13.1% | +1.4% | +11.7% | +11.9% |
| 1Y | +3.8% | +17.6% | -13.9% | -0.8% |
| All | +26.3% | -3.3% | +29.6% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 3y: compounded portfolio wealth divided by compounded FTV 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…
3y analysis · Full analysis span regression · 6 months rolling