+88.7%
SYY vs VT
+215.5%
-126.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +1.9% |
| 7D | -7.3% | -2.3% | -5.0% | -5.3% |
| 30D | +0.1% | -5.0% | +5.0% | +4.7% |
| 3M | -8.2% | -4.9% | -3.4% | -4.2% |
| 6M | +6.3% | -1.5% | +7.8% | +6.6% |
| YTD | +7.3% | +8.5% | -1.2% | -2.1% |
| 1Y | +8.5% | +11.4% | -2.9% | -3.8% |
| 3Y | +24.9% | +70.1% | -45.1% | -30.2% |
| 5Y | +8.0% | +53.7% | -45.7% | -32.9% |
| All | +88.7% | +215.5% | -126.9% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling