+113.8%
SYY price history and return analytics
+229.8%
-115.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | +3.9% | -1.1% | +5.1% | +5.0% |
| 30D | -1.7% | -1.0% | -0.8% | -0.9% |
| 3M | +5.2% | +3.2% | +2.0% | +1.6% |
| 6M | -0.2% | +12.5% | -12.7% | -11.7% |
| YTD | +15.4% | +14.1% | +1.3% | +0.6% |
| 1Y | +5.6% | +18.9% | -13.3% | -12.0% |
| 3Y | +28.9% | +74.1% | -45.2% | -29.3% |
| 5Y | +24.1% | +66.9% | -42.8% | -29.2% |
| All | +113.8% | +229.8% | -115.9% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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