+1,187.3%
VUG vs SYY
+280.4%
+906.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.3% |
| 7D | +2.5% | +0.3% | +2.2% | +2.4% |
| 30D | -6.3% | -4.8% | -1.5% | -4.9% |
| 3M | -6.0% | -7.1% | +1.0% | -4.0% |
| 6M | -3.5% | +6.8% | -10.3% | -6.8% |
| YTD | +3.9% | +7.7% | -3.7% | -1.1% |
| 1Y | +5.1% | +5.7% | -0.6% | +0.6% |
| 3Y | +77.9% | +24.6% | +53.3% | +56.6% |
| 5Y | +62.4% | +15.6% | +46.8% | +46.6% |
| 10Y | +399.4% | +87.9% | +311.5% | +226.8% |
| All | +1,187.3% | +280.4% | +906.9% | +417.9% |
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