+608.4%
VST vs SYY
+15.0%
+593.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | +6.6% | +0.3% | +6.3% | +6.5% |
| 30D | -12.4% | -4.8% | -7.6% | -11.9% |
| 3M | -9.0% | -7.1% | -1.9% | -8.1% |
| 6M | -6.4% | +6.8% | -13.2% | -8.5% |
| YTD | -17.2% | +7.7% | -24.9% | -19.1% |
| 1Y | -22.0% | +5.7% | -27.7% | -23.6% |
| 3Y | +296.7% | +24.6% | +272.1% | +259.5% |
| All | +608.4% | +15.0% | +593.3% | +555.8% |
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