+4.4%
SYY vs VSH
+106.8%
-102.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.9% | +0.9% |
| 7D | +1.5% | +3.1% | -1.6% | +1.6% |
| 30D | -2.3% | -5.7% | +3.4% | -2.4% |
| 3M | +5.5% | -42.5% | +48.0% | +5.9% |
| 6M | -1.0% | +82.7% | -83.6% | -11.3% |
| YTD | +14.1% | +118.2% | -104.1% | +2.6% |
| All | +4.4% | +106.8% | -102.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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