+2,723.0%
VRT vs SYY
+47.4%
+2,675.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.6% | +4.9% |
| 7D | +9.1% | -2.3% | +11.4% | +10.1% |
| 30D | +0.9% | -4.9% | +5.9% | +3.0% |
| 3M | -13.4% | +8.4% | -21.8% | -17.1% |
| 6M | +11.7% | -7.4% | +19.0% | +14.0% |
| YTD | +73.2% | +11.0% | +62.2% | +62.6% |
| 1Y | +123.4% | -0.2% | +123.6% | +118.7% |
| 3Y | +606.2% | +23.8% | +582.4% | +501.0% |
| 5Y | +899.9% | +18.1% | +881.8% | +779.7% |
| All | +2,723.0% | +47.4% | +2,675.7% | +1,697.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling