+23.7%
SYY vs VO
+57.3%
-33.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -2.8% | +0.6% | -3.4% | -3.1% |
| 30D | -5.3% | -1.1% | -4.2% | -4.8% |
| 3M | +5.1% | +4.5% | +0.5% | +2.5% |
| 6M | -5.0% | +11.1% | -16.1% | -10.5% |
| YTD | +10.7% | +13.5% | -2.8% | +3.1% |
| 1Y | +0.7% | +14.5% | -13.8% | -6.7% |
| All | +23.7% | +57.3% | -33.7% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling