+25.5%
VZ vs SYY
+18.7%
+6.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | +0.1% | -2.3% | +2.4% | +0.6% |
| 30D | +7.9% | -4.9% | +12.8% | +9.0% |
| 3M | +13.6% | +8.4% | +5.3% | +11.8% |
| 6M | +1.1% | -7.4% | +8.4% | +2.4% |
| YTD | +29.3% | +11.0% | +18.3% | +25.4% |
| 1Y | +21.2% | -0.2% | +21.5% | +20.6% |
| 3Y | +75.9% | +23.8% | +52.1% | +65.8% |
| All | +25.5% | +18.7% | +6.8% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling