+75.7%
VTI vs SYY
+29.1%
+46.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -0.9% | +3.9% | -4.8% | -1.5% |
| 30D | -1.4% | -1.7% | +0.3% | -1.2% |
| 3M | +3.6% | +5.2% | -1.6% | +2.6% |
| 6M | +13.6% | -0.2% | +13.8% | +13.2% |
| YTD | +12.9% | +15.4% | -2.5% | +9.0% |
| 1Y | +17.2% | +5.6% | +11.6% | +15.4% |
| 3Y | +75.7% | +28.9% | +46.8% | +61.0% |
| All | +75.7% | +29.1% | +46.5% | +61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling