+1,934.0%
VRT vs SYY
+43.0%
+1,891.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.1% |
| 7D | +10.5% | +0.3% | +10.2% | +10.4% |
| 30D | -9.3% | -4.8% | -4.5% | -8.2% |
| 3M | -29.6% | -7.1% | -22.5% | -28.2% |
| 6M | -45.4% | +6.8% | -52.2% | -48.1% |
| YTD | +24.8% | +7.7% | +17.2% | +17.4% |
| 1Y | +23.6% | +5.7% | +17.9% | +17.0% |
| 3Y | +379.7% | +24.6% | +355.1% | +301.3% |
| 5Y | +660.3% | +15.6% | +644.7% | +568.2% |
| All | +1,934.0% | +43.0% | +1,891.0% | +1,197.0% |
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