+32.0%
SYY vs VLTO
+56.1%
-24.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +1.8% |
| 7D | -4.1% | +2.0% | -6.2% | -4.5% |
| 30D | +0.3% | +21.8% | -21.5% | -4.0% |
| 3M | -6.3% | +20.2% | -26.6% | -10.1% |
| 6M | +9.7% | +36.3% | -26.6% | +2.3% |
| YTD | +9.4% | +18.8% | -9.4% | +5.0% |
| 1Y | +7.3% | +20.4% | -13.1% | +2.5% |
| 3Y | +27.6% | +71.9% | -44.3% | +19.3% |
| All | +32.0% | +56.1% | -24.1% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling