+7.5%
SYY vs VTRS
+90.6%
-83.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.6% |
| 7D | -6.3% | +2.4% | -8.7% | -6.6% |
| 30D | +0.7% | +9.1% | -8.3% | -0.4% |
| 3M | -7.1% | +9.4% | -16.5% | -8.2% |
| 6M | +6.8% | +28.3% | -21.5% | +3.1% |
| YTD | +6.7% | +58.0% | -51.3% | +0.1% |
| 1Y | +7.5% | +89.7% | -82.2% | -0.7% |
| All | +7.5% | +90.6% | -83.1% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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