+23.6%
SYY vs VNQ
+7.0%
+16.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.7% |
| 7D | +3.9% | -1.3% | +5.2% | +4.6% |
| 30D | -1.7% | -2.6% | +0.8% | -0.4% |
| 3M | +5.2% | -2.0% | +7.2% | +6.2% |
| 6M | -0.2% | +4.3% | -4.5% | -2.6% |
| YTD | +15.4% | +9.2% | +6.1% | +9.8% |
| 1Y | +5.6% | +5.6% | 0.0% | +2.3% |
| 3Y | +28.9% | +30.8% | -2.0% | +10.2% |
| All | +23.6% | +7.0% | +16.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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