+59.9%
VT vs SYY
+12.2%
+47.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -1.7% | -2.2% | +0.5% | -1.4% |
| 3M | -2.3% | -8.0% | +5.7% | -0.3% |
| 6M | +1.5% | +7.5% | -6.0% | -1.5% |
| YTD | +12.0% | +7.4% | +4.6% | +7.3% |
| 1Y | +12.9% | +4.9% | +8.0% | +9.0% |
| 3Y | +74.9% | +24.1% | +50.9% | +54.2% |
| 5Y | +59.9% | +13.4% | +46.6% | +46.2% |
| All | +59.9% | +12.2% | +47.8% | +46.2% |
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