+75.8%
VOO vs SYY
+27.8%
+48.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -2.0% | +1.5% | -3.5% | -2.2% |
| 30D | -1.7% | -2.3% | +0.7% | -1.3% |
| 3M | +4.7% | +5.5% | -0.8% | +3.8% |
| 6M | +12.6% | -1.0% | +13.5% | +12.3% |
| YTD | +11.8% | +14.1% | -2.4% | +8.3% |
| 1Y | +17.5% | +5.6% | +12.0% | +15.8% |
| All | +75.8% | +27.8% | +48.1% | +62.9% |
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 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