+769.3%
VST vs SYY
+18.7%
+750.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.8% |
| 7D | +8.9% | -2.3% | +11.2% | +9.4% |
| 30D | +6.2% | -4.9% | +11.1% | +7.3% |
| 3M | -2.7% | +8.4% | -11.1% | -4.7% |
| 6M | -8.4% | -7.4% | -1.0% | -7.3% |
| YTD | -7.2% | +11.0% | -18.2% | -9.5% |
| 1Y | -20.9% | -0.2% | -20.7% | -21.3% |
| 3Y | +384.0% | +23.8% | +360.2% | +343.6% |
| All | +769.3% | +18.7% | +750.7% | +699.9% |
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