+1,245.4%
VUG vs SYY
+291.1%
+954.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.9% | -2.8% | +3.6% | +1.9% |
| 30D | -1.4% | -5.3% | +3.8% | +0.5% |
| 3M | +2.3% | +5.1% | -2.8% | +0.2% |
| 6M | +15.7% | -5.0% | +20.7% | +16.6% |
| YTD | +8.6% | +10.7% | -2.1% | +2.8% |
| 1Y | +14.1% | +0.7% | +13.4% | +11.6% |
| 3Y | +87.9% | +24.0% | +63.9% | +66.5% |
| 5Y | +76.3% | +19.3% | +57.0% | +57.9% |
| 10Y | +409.7% | +96.4% | +313.3% | +228.1% |
| All | +1,245.4% | +291.1% | +954.3% | +438.5% |
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