+98.0%
VCIT vs SYY
+374.3%
-276.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | 0.0% |
| 7D | -0.3% | -2.3% | +2.0% | -0.3% |
| 30D | -0.8% | -4.9% | +4.2% | -0.6% |
| 3M | -1.0% | +8.4% | -9.4% | -1.3% |
| 6M | -1.8% | -7.4% | +5.5% | -1.7% |
| YTD | -0.7% | +11.0% | -11.7% | -1.2% |
| 1Y | +1.0% | -0.2% | +1.2% | +0.9% |
| 3Y | +18.8% | +23.8% | -4.9% | +17.7% |
| 5Y | +3.5% | +18.1% | -14.7% | +2.5% |
| 10Y | +29.2% | +94.6% | -65.4% | +25.3% |
| All | +98.0% | +374.3% | -276.3% | +97.7% |
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