+948.7%
VTI vs SYY
+458.7%
+490.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.4% |
| 7D | -0.4% | -0.2% | -0.1% | -0.3% |
| 30D | -1.6% | -2.7% | +1.2% | -0.6% |
| 3M | +3.6% | +5.9% | -2.3% | +0.9% |
| 6M | +13.0% | -2.3% | +15.4% | +12.8% |
| YTD | +12.7% | +13.1% | -0.4% | +5.4% |
| 1Y | +18.4% | +3.8% | +14.6% | +14.4% |
| 3Y | +76.4% | +26.7% | +49.7% | +54.5% |
| 5Y | +73.7% | +19.4% | +54.3% | +54.2% |
| 10Y | +302.5% | +112.0% | +190.5% | +147.9% |
| All | +948.7% | +458.7% | +490.0% | +266.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling