+69.5%
VG vs SYY
+6.5%
+63.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +5.3% |
| 7D | +5.5% | 0.0% | +5.5% | +5.5% |
| 30D | -3.6% | -2.2% | -1.3% | -3.7% |
| 3M | -4.0% | -8.0% | +4.1% | -5.3% |
| 6M | +9.4% | +7.5% | +1.9% | +10.5% |
| YTD | +86.6% | +7.4% | +79.2% | +80.8% |
| 1Y | +69.5% | +4.9% | +64.6% | +63.4% |
| All | +69.5% | +6.5% | +63.0% | +63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling