+24.9%
SYY vs ROIV
+314.9%
-290.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.2% | -4.0% | +1.7% |
| 7D | -7.3% | +5.3% | -12.6% | -7.7% |
| 30D | +0.1% | +11.9% | -11.8% | -0.8% |
| 3M | -8.2% | +10.7% | -18.9% | -9.0% |
| 6M | +6.3% | +34.9% | -28.6% | +3.3% |
| YTD | +7.3% | +79.2% | -71.8% | +1.3% |
| 1Y | +8.5% | +89.0% | -80.5% | +1.7% |
| 3Y | +24.9% | +337.3% | -312.4% | +6.3% |
| All | +24.9% | +314.9% | -290.0% | +6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling