-44.6%
VG vs SYY
+10.5%
-55.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.7% |
| 7D | +14.0% | +0.3% | +13.7% | +14.0% |
| 30D | -1.0% | -4.8% | +3.8% | -1.5% |
| 3M | -2.7% | -7.1% | +4.4% | -3.6% |
| 6M | +1.5% | +6.8% | -5.3% | +2.2% |
| YTD | +93.7% | +7.7% | +86.0% | +95.1% |
| 1Y | +68.5% | +5.7% | +62.9% | +69.8% |
| All | -44.6% | +10.5% | -55.1% | -45.9% |
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 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