+2,260.0%
VGT vs SYY
+299.6%
+1,960.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.9% |
| 7D | +1.5% | -0.2% | +1.7% | +1.5% |
| 30D | +0.5% | -2.7% | +3.3% | +1.5% |
| 3M | +5.3% | +5.9% | -0.6% | +2.6% |
| 6M | +32.4% | -2.3% | +34.8% | +32.1% |
| YTD | +28.6% | +13.1% | +15.5% | +20.5% |
| 1Y | +37.6% | +3.8% | +33.9% | +32.9% |
| 3Y | +125.5% | +26.7% | +98.8% | +97.2% |
| 5Y | +135.2% | +19.4% | +115.8% | +109.7% |
| 10Y | +812.9% | +112.0% | +700.9% | +463.6% |
| All | +2,260.0% | +299.6% | +1,960.4% | +832.0% |
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 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