+301.1%
VST vs SYY
+23.1%
+278.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.8% |
| 7D | +19.2% | +1.3% | +17.8% | +19.2% |
| 30D | -17.2% | -3.5% | -13.6% | -17.2% |
| 3M | -8.1% | -9.3% | +1.2% | -8.0% |
| 6M | -8.1% | +5.9% | -14.0% | -8.9% |
| YTD | -16.3% | +6.5% | -22.7% | -15.7% |
| 1Y | -24.1% | +4.0% | -28.1% | -23.8% |
| All | +301.1% | +23.1% | +278.1% | +277.3% |
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