-44.1%
VG vs SYY
+9.3%
-53.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.6% |
| 7D | +15.1% | +1.3% | +13.8% | +15.4% |
| 30D | -4.2% | -3.5% | -0.7% | -4.5% |
| 3M | -3.1% | -9.3% | +6.2% | -4.4% |
| 6M | +0.3% | +5.9% | -5.6% | +0.9% |
| YTD | +95.5% | +6.5% | +89.0% | +96.5% |
| 1Y | +64.4% | +4.0% | +60.4% | +65.3% |
| All | -44.1% | +9.3% | -53.4% | -45.5% |
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 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