+67.7%
V vs SYY
+22.4%
+45.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.2% |
| 7D | -2.9% | -0.2% | -2.7% | -2.8% |
| 30D | +1.9% | -2.7% | +4.6% | +2.9% |
| 3M | +13.2% | +5.9% | +7.4% | +10.6% |
| 6M | +16.7% | -2.3% | +19.1% | +16.8% |
| YTD | +5.4% | +13.1% | -7.7% | -2.1% |
| 1Y | +7.7% | +3.8% | +3.9% | +4.2% |
| 3Y | +52.0% | +26.7% | +25.3% | +30.3% |
| 5Y | +67.7% | +19.4% | +48.3% | +44.5% |
| All | +67.7% | +22.4% | +45.3% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling