+22.7%
SYY price history and return analytics
+63.7%
-40.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | +1.5% | -2.0% | +3.5% | +2.8% |
| 30D | -2.3% | -1.4% | -0.9% | -1.5% |
| 3M | +5.5% | +4.7% | +0.8% | +2.1% |
| 6M | -1.0% | +11.4% | -12.3% | -8.2% |
| YTD | +14.1% | +13.1% | +1.1% | +4.7% |
| 1Y | +5.6% | +19.0% | -13.5% | -6.6% |
| 3Y | +27.9% | +73.9% | -46.1% | -16.1% |
| 5Y | +22.7% | +65.4% | -42.7% | -15.8% |
| All | +22.7% | +63.7% | -40.9% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling