+28.9%
SYY vs VCLT
+11.4%
+17.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.9% | -1.4% | +5.3% | +4.5% |
| 30D | -1.7% | -1.2% | -0.6% | -1.3% |
| 3M | +5.2% | -4.8% | +9.9% | +7.1% |
| 6M | -0.2% | -2.6% | +2.4% | +0.7% |
| YTD | +15.4% | -3.3% | +18.7% | +16.8% |
| 1Y | +5.6% | -4.8% | +10.4% | +7.7% |
| 3Y | +28.9% | +11.5% | +17.4% | +26.7% |
| All | +28.9% | +11.4% | +17.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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