+8.3%
SYY vs VO
+16.3%
-8.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +3.0% | +3.4% |
| 7D | -6.3% | +1.0% | -7.3% | -6.8% |
| 30D | +0.7% | +2.6% | -1.9% | -0.6% |
| 3M | -6.4% | -0.3% | -6.1% | -6.3% |
| 6M | +7.6% | +7.6% | 0.0% | +2.3% |
| YTD | +7.4% | +14.7% | -7.3% | -2.4% |
| 1Y | +8.3% | +16.4% | -8.1% | -2.3% |
| All | +8.3% | +16.3% | -8.0% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling