+183.8%
VXUS vs SYY
+317.7%
-133.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.9% |
| 7D | +1.0% | -2.3% | +3.3% | +1.7% |
| 30D | +2.2% | -4.9% | +7.1% | +3.8% |
| 3M | +3.0% | +8.4% | -5.4% | +0.1% |
| 6M | +10.7% | -7.4% | +18.0% | +12.4% |
| YTD | +17.8% | +11.0% | +6.9% | +12.6% |
| 1Y | +27.6% | -0.2% | +27.8% | +26.0% |
| 3Y | +73.3% | +23.8% | +49.5% | +57.6% |
| 5Y | +54.3% | +18.1% | +36.2% | +40.9% |
| 10Y | +149.8% | +94.6% | +55.2% | +72.8% |
| All | +183.8% | +317.7% | -133.9% | +19.3% |
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