+113.8%
SYY vs VEU
+155.0%
-41.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | +0.2% |
| 7D | +3.9% | -1.4% | +5.4% | +5.2% |
| 30D | -1.7% | -0.4% | -1.3% | -1.5% |
| 3M | +5.2% | +2.5% | +2.6% | +2.2% |
| 6M | -0.2% | +11.1% | -11.3% | -10.8% |
| YTD | +15.4% | +16.5% | -1.1% | -1.5% |
| 1Y | +5.6% | +22.9% | -17.3% | -14.6% |
| 3Y | +28.9% | +73.4% | -44.5% | -27.6% |
| 5Y | +24.1% | +56.1% | -32.0% | -22.4% |
| All | +113.8% | +155.0% | -41.1% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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