+193.8%
VLO vs SYY
+26.6%
+167.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +1.2% |
| 7D | +6.2% | -0.2% | +6.5% | +6.3% |
| 30D | +23.5% | -2.7% | +26.2% | +24.1% |
| 3M | +53.9% | +5.9% | +48.0% | +51.8% |
| 6M | +81.7% | -2.3% | +84.0% | +82.7% |
| YTD | +142.5% | +13.1% | +129.4% | +131.4% |
| 1Y | +145.4% | +3.8% | +141.7% | +141.4% |
| All | +193.8% | +26.6% | +167.2% | +155.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling