+5.6%
SYY vs VO
+12.4%
-6.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +1.5% | -2.5% | +4.0% | +2.7% |
| 30D | -2.3% | -3.2% | +0.9% | -0.8% |
| 3M | +5.5% | +3.9% | +1.6% | +2.9% |
| 6M | -1.0% | +9.6% | -10.6% | -7.7% |
| YTD | +14.1% | +11.6% | +2.5% | +5.7% |
| 1Y | +5.6% | +12.6% | -7.1% | -2.7% |
| All | +5.6% | +12.4% | -6.8% | -2.7% |
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