+366.0%
SYY price history and return analytics
+357.8%
+8.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +1.3% | +2.9% | -1.6% | -0.6% |
| 30D | -3.5% | -2.5% | -1.0% | -1.9% |
| 3M | -9.3% | -3.3% | -6.0% | -7.4% |
| 6M | +5.9% | +1.5% | +4.4% | +4.1% |
| YTD | +6.5% | +11.4% | -4.9% | -1.9% |
| 1Y | +4.0% | +11.9% | -7.9% | -4.6% |
| 3Y | +23.0% | +73.9% | -50.9% | -18.4% |
| 5Y | +14.3% | +57.9% | -43.5% | -19.0% |
| 10Y | +85.8% | +222.6% | -136.8% | -13.4% |
| All | +366.0% | +357.8% | +8.2% | +75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling