+953.6%
VRT vs SYY
+22.4%
+931.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.2% | -11.8% | -10.4% |
| 7D | +2.4% | -0.2% | +2.6% | +2.4% |
| 30D | -2.7% | -2.7% | +0.1% | -1.8% |
| 3M | -9.2% | +5.9% | -15.1% | -11.8% |
| 6M | -0.5% | -2.3% | +1.8% | -0.7% |
| YTD | +62.3% | +13.1% | +49.2% | +52.2% |
| 1Y | +109.6% | +3.8% | +105.8% | +102.8% |
| 3Y | +573.1% | +26.7% | +546.3% | +447.3% |
| 5Y | +953.6% | +19.4% | +934.2% | +807.5% |
| All | +953.6% | +22.4% | +931.2% | +807.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling