+317.6%
VOO vs SYY
+116.5%
+201.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.5% |
| 7D | -0.8% | +3.9% | -4.7% | -1.9% |
| 30D | -1.1% | -1.7% | +0.7% | -0.6% |
| 3M | +3.9% | +5.2% | -1.3% | +2.1% |
| 6M | +13.6% | -0.2% | +13.8% | +12.8% |
| YTD | +12.7% | +15.4% | -2.7% | +6.4% |
| 1Y | +17.6% | +5.6% | +12.0% | +14.0% |
| 3Y | +77.3% | +28.9% | +48.4% | +59.0% |
| 5Y | +84.1% | +24.1% | +60.1% | +66.4% |
| All | +317.6% | +116.5% | +201.1% | +213.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling