+588.9%
VST vs SYY
+7.8%
+581.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.2% | +8.4% | +10.2% |
| 7D | -9.8% | -7.3% | -2.5% | -8.8% |
| 30D | -25.1% | +0.1% | -25.2% | -25.5% |
| 3M | -11.6% | -8.2% | -3.4% | -10.6% |
| 6M | -20.9% | +6.3% | -27.2% | -22.6% |
| YTD | -22.3% | +7.3% | -29.6% | -24.1% |
| 1Y | -32.0% | +8.5% | -40.5% | -33.8% |
| 3Y | +262.4% | +24.9% | +237.5% | +227.7% |
| All | +588.9% | +7.8% | +581.1% | +548.5% |
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