+22.7%
SYY vs VEU
+53.0%
-30.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.6% |
| 7D | +1.5% | -1.9% | +3.4% | +2.6% |
| 30D | -2.3% | -0.7% | -1.6% | -2.0% |
| 3M | +5.5% | +4.9% | +0.6% | +2.2% |
| 6M | -1.0% | +9.8% | -10.8% | -7.3% |
| YTD | +14.1% | +15.3% | -1.2% | +3.6% |
| 1Y | +5.6% | +23.0% | -17.5% | -8.2% |
| 3Y | +27.9% | +73.5% | -45.6% | -13.3% |
| 5Y | +22.7% | +54.5% | -31.8% | -9.8% |
| All | +22.7% | +53.0% | -30.3% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling