+18.9%
VCIT vs SYY
+23.1%
-4.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -1.4% | +1.3% | -2.7% | -1.4% |
| 30D | +0.8% | -3.5% | +4.3% | +0.9% |
| 3M | -1.7% | -9.3% | +7.6% | -1.4% |
| 6M | -2.1% | +5.9% | -8.0% | -2.4% |
| YTD | -2.0% | +6.5% | -8.5% | -2.7% |
| 1Y | -1.5% | +4.0% | -5.5% | -2.0% |
| All | +18.9% | +23.1% | -4.1% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling