+35,889.1%
VLO vs SYY
+4,458.5%
+31,430.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | +5.2% | -2.3% | +7.5% | +6.2% |
| 30D | +22.6% | -4.9% | +27.5% | +25.1% |
| 3M | +43.8% | +8.4% | +35.4% | +38.4% |
| 6M | +65.7% | -7.4% | +73.1% | +68.4% |
| YTD | +131.1% | +11.0% | +120.1% | +116.3% |
| 1Y | +143.6% | -0.2% | +143.9% | +138.2% |
| 3Y | +201.4% | +23.8% | +177.6% | +165.3% |
| 5Y | +568.9% | +18.1% | +550.8% | +489.3% |
| 10Y | +891.8% | +94.6% | +797.2% | +623.3% |
| All | +35,889.1% | +4,458.5% | +31,430.6% | +12,773.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling