+25.8%
SYY vs ROIV
+201.4%
-175.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.3% |
| 7D | -2.3% | +0.6% | -2.9% | -2.3% |
| 30D | -4.9% | +1.0% | -5.9% | -5.0% |
| 3M | +8.4% | +18.3% | -9.9% | +7.4% |
| 6M | -7.4% | +18.3% | -25.7% | -8.4% |
| YTD | +11.0% | +61.0% | -50.0% | +7.9% |
| 1Y | -0.2% | +177.9% | -178.1% | -5.5% |
| All | +25.8% | +201.4% | -175.6% | +16.5% |
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