+476.5%
V vs SYY
+86.6%
+389.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | 0.0% |
| 7D | -0.4% | +1.3% | -1.7% | -0.9% |
| 30D | +6.3% | -3.5% | +9.8% | +7.5% |
| 3M | +17.2% | -9.3% | +26.5% | +21.1% |
| 6M | +29.2% | +5.9% | +23.3% | +25.7% |
| YTD | +20.8% | +6.5% | +14.3% | +15.3% |
| 1Y | +25.0% | +4.0% | +21.0% | +20.4% |
| 3Y | +75.3% | +23.0% | +52.3% | +56.0% |
| 5Y | +105.8% | +14.3% | +91.5% | +87.7% |
| All | +476.5% | +86.6% | +389.9% | +326.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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