+402.8%
VUG vs SYY
+88.7%
+314.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | +2.5% | +0.3% | +2.2% | +2.4% |
| 30D | -6.3% | -4.8% | -1.5% | -5.2% |
| 3M | -6.0% | -7.1% | +1.0% | -4.4% |
| 6M | -3.5% | +6.8% | -10.3% | -6.0% |
| YTD | +3.9% | +7.7% | -3.7% | 0.0% |
| 1Y | +5.1% | +5.7% | -0.6% | +1.6% |
| 3Y | +77.9% | +24.6% | +53.3% | +60.9% |
| 5Y | +62.4% | +15.6% | +46.8% | +50.6% |
| All | +402.8% | +88.7% | +314.1% | +289.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling