+148.3%
VLO vs SYY
+5.4%
+142.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.9% |
| 7D | +4.0% | +1.5% | +2.5% | +4.1% |
| 30D | +19.0% | -2.3% | +21.3% | +18.8% |
| 3M | +50.0% | +5.5% | +44.5% | +50.1% |
| 6M | +79.1% | -1.0% | +80.1% | +81.6% |
| YTD | +140.3% | +14.1% | +126.1% | +137.3% |
| 1Y | +148.3% | +5.6% | +142.8% | +150.9% |
| All | +148.3% | +5.4% | +142.9% | +150.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling