+342.2%
SYY vs VOO
+812.0%
-469.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -2.8% | +0.5% | -3.3% | -3.2% |
| 30D | -5.3% | -0.9% | -4.3% | -4.6% |
| 3M | +5.1% | +3.9% | +1.2% | +1.6% |
| 6M | -5.0% | +14.5% | -19.5% | -15.2% |
| YTD | +10.7% | +13.0% | -2.3% | -0.1% |
| 1Y | +0.7% | +19.4% | -18.7% | -13.5% |
| 3Y | +24.0% | +78.9% | -54.8% | -25.7% |
| 5Y | +19.3% | +82.3% | -63.0% | -30.3% |
| 10Y | +96.4% | +314.2% | -217.8% | -36.5% |
| All | +342.2% | +812.0% | -469.8% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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