+56.9%
VLO vs SYY
+7.6%
+49.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.5% |
| 7D | +9.6% | +0.3% | +9.3% | +9.7% |
| 30D | -17.4% | -4.8% | -12.6% | -17.5% |
| 3M | +10.8% | -7.1% | +17.8% | +9.1% |
| 6M | +56.9% | +6.8% | +50.2% | +61.9% |
| All | +56.9% | +7.6% | +49.4% | +61.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling