-3.5%
VG vs SYY
+5.8%
-9.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | +1.0% |
| 7D | -22.0% | -7.3% | -14.8% | -24.0% |
| 30D | -11.6% | +0.1% | -11.7% | -10.9% |
| 3M | -14.9% | -8.2% | -6.6% | -18.2% |
| 6M | -3.5% | +6.3% | -9.8% | +1.0% |
| All | -3.5% | +5.8% | -9.3% | +1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling