+3,313.2%
V vs SYY
+364.1%
+2,949.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | +0.6% | +4.7% | -4.1% | -1.4% |
| 30D | +9.7% | -0.7% | +10.4% | +9.7% |
| 3M | +17.3% | -6.8% | +24.1% | +20.3% |
| 6M | +33.2% | +8.6% | +24.6% | +27.6% |
| YTD | +21.3% | +8.4% | +12.9% | +14.2% |
| 1Y | +27.3% | +7.1% | +20.2% | +20.5% |
| 3Y | +76.1% | +25.2% | +50.9% | +53.1% |
| 5Y | +103.5% | +13.0% | +90.5% | +83.7% |
| 10Y | +454.5% | +88.9% | +365.6% | +252.1% |
| All | +3,313.2% | +364.1% | +2,949.1% | +1,161.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling