+23.6%
SYY vs VTEB
+1.2%
+22.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | +3.9% | -0.9% | +4.9% | +4.6% |
| 30D | -1.7% | -2.5% | +0.8% | 0.0% |
| 3M | +5.2% | -3.0% | +8.1% | +7.4% |
| 6M | -0.2% | -2.1% | +1.9% | +1.3% |
| YTD | +15.4% | -1.5% | +16.9% | +16.7% |
| 1Y | +5.6% | +0.2% | +5.4% | +5.5% |
| 3Y | +28.9% | +8.6% | +20.3% | +23.4% |
| All | +23.6% | +1.2% | +22.3% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling