+222.7%
VT vs SYY
+86.6%
+136.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +2.9% | +1.3% | +1.6% | +2.5% |
| 30D | -2.5% | -3.5% | +1.0% | -1.7% |
| 3M | -3.3% | -9.3% | +6.0% | -0.8% |
| 6M | +1.5% | +5.9% | -4.4% | -0.9% |
| YTD | +11.4% | +6.5% | +4.9% | +7.5% |
| 1Y | +11.9% | +4.0% | +7.9% | +8.7% |
| 3Y | +73.9% | +23.0% | +50.9% | +58.1% |
| 5Y | +57.9% | +14.3% | +43.5% | +46.1% |
| All | +222.7% | +86.6% | +136.1% | +147.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling