+341.4%
SYY vs VEU
+190.9%
+150.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -2.8% | +1.7% | -4.4% | -3.7% |
| 30D | -5.3% | +1.0% | -6.3% | -5.9% |
| 3M | +5.1% | +5.6% | -0.5% | +1.2% |
| 6M | -5.0% | +13.7% | -18.7% | -12.9% |
| YTD | +10.7% | +17.7% | -7.0% | -0.7% |
| 1Y | +0.7% | +25.8% | -25.1% | -13.4% |
| 3Y | +24.0% | +77.1% | -53.1% | -14.4% |
| 5Y | +19.3% | +57.1% | -37.9% | -11.7% |
| 10Y | +96.4% | +149.8% | -53.4% | +14.6% |
| All | +341.4% | +190.9% | +150.4% | +121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling