+911.8%
VLO vs SYY
+114.2%
+797.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.5% |
| 7D | +4.0% | +1.5% | +2.5% | +3.0% |
| 30D | +19.0% | -2.3% | +21.3% | +20.5% |
| 3M | +50.0% | +5.5% | +44.5% | +44.3% |
| 6M | +79.1% | -1.0% | +80.1% | +75.7% |
| YTD | +140.3% | +14.1% | +126.1% | +113.1% |
| 1Y | +148.3% | +5.6% | +142.8% | +130.9% |
| 3Y | +194.6% | +27.9% | +166.8% | +134.6% |
| 5Y | +609.6% | +22.7% | +586.9% | +453.9% |
| All | +911.8% | +114.2% | +797.6% | +515.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling