+111.5%
SYY vs VO
+197.9%
-86.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.7% |
| 7D | +1.5% | -2.5% | +4.0% | +3.9% |
| 30D | -2.3% | -3.2% | +0.9% | +0.6% |
| 3M | +5.5% | +3.9% | +1.6% | +1.5% |
| 6M | -1.0% | +9.6% | -10.6% | -9.4% |
| YTD | +14.1% | +11.6% | +2.5% | +2.6% |
| 1Y | +5.6% | +12.6% | -7.1% | -6.2% |
| 3Y | +27.9% | +55.4% | -27.5% | -18.6% |
| 5Y | +22.7% | +41.8% | -19.1% | -15.8% |
| All | +111.5% | +197.9% | -86.4% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling