+19.5%
SYY vs ROIV
+287.3%
-267.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.8% |
| 7D | -4.1% | +13.3% | -17.4% | -4.6% |
| 30D | +0.3% | +14.8% | -14.5% | -0.2% |
| 3M | -6.3% | +11.9% | -18.3% | -6.8% |
| 6M | +9.7% | +42.4% | -32.7% | +8.0% |
| YTD | +9.4% | +87.4% | -78.0% | +6.5% |
| 1Y | +7.3% | +97.2% | -90.0% | +4.2% |
| 3Y | +27.6% | +375.7% | -348.0% | +20.0% |
| 5Y | +12.5% | +379.0% | -366.5% | -0.2% |
| All | +19.5% | +287.3% | -267.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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