+2,926.4%
V vs SYY
+375.2%
+2,551.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.4% |
| 7D | -1.7% | -2.3% | +0.6% | -0.7% |
| 30D | +2.0% | -4.9% | +6.9% | +4.2% |
| 3M | +17.4% | +8.4% | +9.0% | +13.2% |
| 6M | +17.5% | -7.4% | +24.8% | +20.1% |
| YTD | +7.6% | +11.0% | -3.4% | +0.7% |
| 1Y | +7.7% | -0.2% | +7.9% | +5.6% |
| 3Y | +54.7% | +23.8% | +30.9% | +35.7% |
| 5Y | +73.0% | +18.1% | +54.9% | +53.8% |
| 10Y | +390.9% | +94.6% | +296.3% | +207.9% |
| All | +2,926.4% | +375.2% | +2,551.3% | +1,012.5% |
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 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