+4,390.4%
SYY vs VTRS
+548.0%
+3,842.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.5% | -3.3% | +4.8% | +2.1% |
| 30D | -2.3% | +1.4% | -3.7% | -2.6% |
| 3M | +5.5% | +4.6% | +0.8% | +4.6% |
| 6M | -1.0% | +18.1% | -19.0% | -3.8% |
| YTD | +14.1% | +34.7% | -20.5% | +8.3% |
| 1Y | +5.6% | +65.6% | -60.1% | -3.3% |
| 3Y | +27.9% | +83.8% | -55.9% | +13.7% |
| 5Y | +22.7% | +46.5% | -23.8% | +11.4% |
| 10Y | +113.9% | -48.6% | +162.5% | +115.8% |
| All | +4,390.4% | +548.0% | +3,842.4% | +2,209.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling