+81.7%
VRT vs SYY
+5.4%
+76.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -5.6% |
| 7D | -7.7% | +1.5% | -9.2% | -7.7% |
| 30D | -12.0% | -2.3% | -9.6% | -11.7% |
| 3M | -11.7% | +5.5% | -17.2% | -12.4% |
| 6M | -8.1% | -1.0% | -7.1% | -9.0% |
| YTD | +53.2% | +14.1% | +39.1% | +60.5% |
| 1Y | +81.7% | +5.6% | +76.1% | +81.9% |
| All | +81.7% | +5.4% | +76.3% | +81.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling