+180.7%
SYY vs VTEB
+25.1%
+155.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.9% |
| 7D | +1.5% | -1.2% | +2.7% | +3.2% |
| 30D | -2.3% | -2.9% | +0.6% | +1.6% |
| 3M | +5.5% | -3.2% | +8.6% | +10.1% |
| 6M | -1.0% | -2.6% | +1.7% | +2.6% |
| YTD | +14.1% | -1.8% | +16.0% | +16.9% |
| 1Y | +5.6% | +0.2% | +5.3% | +5.1% |
| 3Y | +27.9% | +8.2% | +19.7% | +14.2% |
| 5Y | +22.7% | +0.8% | +21.9% | +22.2% |
| 10Y | +113.9% | +17.7% | +96.3% | +130.2% |
| All | +180.7% | +25.1% | +155.7% | +218.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling