+227.7%
VLO vs SYY
+23.1%
+204.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.2% |
| 7D | +6.8% | +1.3% | +5.4% | +6.6% |
| 30D | -17.9% | -3.5% | -14.3% | -17.6% |
| 3M | +13.5% | -9.3% | +22.9% | +14.9% |
| 6M | +53.0% | +5.9% | +47.1% | +50.2% |
| YTD | +133.7% | +6.5% | +127.3% | +125.1% |
| 1Y | +115.7% | +4.0% | +111.7% | +109.3% |
| All | +227.7% | +23.1% | +204.6% | +182.3% |
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 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