+5.2%
VUG vs SYY
+8.7%
-3.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +1.6% |
| 7D | -3.0% | -6.3% | +3.3% | -3.1% |
| 30D | -6.4% | +0.7% | -7.2% | -6.6% |
| 3M | -3.2% | -6.4% | +3.2% | -3.3% |
| 6M | +3.1% | +7.6% | -4.5% | +2.3% |
| YTD | +6.3% | +7.4% | -1.2% | +6.5% |
| 1Y | +5.2% | +8.3% | -3.1% | +5.2% |
| All | +5.2% | +8.7% | -3.6% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling