+294.4%
SYY vs VO
+827.2%
-532.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.1% |
| 7D | -2.3% | -0.3% | -2.0% | -2.1% |
| 30D | -4.9% | -0.3% | -4.6% | -4.8% |
| 3M | +8.4% | +2.9% | +5.4% | +6.0% |
| 6M | -7.4% | +9.3% | -16.7% | -13.1% |
| YTD | +11.0% | +14.2% | -3.2% | +1.0% |
| 1Y | -0.2% | +15.3% | -15.5% | -9.9% |
| 3Y | +23.8% | +56.2% | -32.5% | -10.7% |
| 5Y | +18.1% | +42.4% | -24.3% | -9.8% |
| 10Y | +94.6% | +194.7% | -100.2% | -4.2% |
| All | +294.4% | +827.2% | -532.8% | -1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling