+710.1%
VTV vs SYY
+303.2%
+406.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | -2.1% | +1.5% | -3.6% | -2.7% |
| 30D | -1.3% | -2.3% | +1.0% | -0.4% |
| 3M | +5.6% | +5.5% | +0.1% | +3.1% |
| 6M | +12.4% | -1.0% | +13.4% | +11.5% |
| YTD | +17.6% | +14.1% | +3.5% | +9.4% |
| 1Y | +23.5% | +5.6% | +17.9% | +18.5% |
| 3Y | +67.0% | +27.9% | +39.1% | +45.7% |
| 5Y | +80.5% | +22.7% | +57.8% | +57.6% |
| 10Y | +230.6% | +113.9% | +116.7% | +98.8% |
| All | +710.1% | +303.2% | +406.9% | +204.2% |
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 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