+4.1%
VCIT vs SYY
+15.0%
-11.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | -1.4% | +0.3% | -1.7% | -1.4% |
| 30D | +0.6% | -4.8% | +5.3% | +0.8% |
| 3M | -2.2% | -7.1% | +4.8% | -2.0% |
| 6M | -2.3% | +6.8% | -9.1% | -2.7% |
| YTD | -2.2% | +7.7% | -9.8% | -2.8% |
| 1Y | -1.4% | +5.7% | -7.0% | -1.9% |
| 3Y | +18.7% | +24.6% | -5.8% | +16.8% |
| All | +4.1% | +15.0% | -11.0% | +3.2% |
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