+29.4%
SYY vs VLTO
+54.8%
-25.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.1% |
| 7D | -7.3% | +5.4% | -12.7% | -8.3% |
| 30D | +0.1% | +22.3% | -22.2% | -4.3% |
| 3M | -8.2% | +19.6% | -27.8% | -11.9% |
| 6M | +6.3% | +35.2% | -28.9% | -0.8% |
| YTD | +7.3% | +17.9% | -10.5% | +3.1% |
| 1Y | +8.5% | +19.5% | -11.0% | +3.8% |
| 3Y | +24.9% | +73.9% | -49.0% | +16.7% |
| All | +29.4% | +54.8% | -25.4% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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