+471.6%
VLO vs SYY
+12.2%
+459.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.3% |
| 7D | +6.8% | +1.3% | +5.4% | +6.4% |
| 30D | -17.9% | -3.5% | -14.3% | -17.4% |
| 3M | +13.5% | -9.3% | +22.9% | +15.8% |
| 6M | +53.0% | +5.9% | +47.1% | +49.3% |
| YTD | +133.7% | +6.5% | +127.3% | +124.0% |
| 1Y | +115.7% | +4.0% | +111.7% | +108.3% |
| 3Y | +231.9% | +23.0% | +209.0% | +198.0% |
| 5Y | +471.6% | +14.3% | +457.2% | +406.2% |
| All | +471.6% | +12.2% | +459.3% | +406.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling