+371.3%
SYY price history and return analytics
+356.5%
+14.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +0.3% | +2.4% | -2.0% | -1.3% |
| 30D | -4.8% | -1.5% | -3.3% | -3.9% |
| 3M | -7.1% | -4.1% | -2.9% | -4.5% |
| 6M | +6.8% | +0.6% | +6.2% | +5.7% |
| YTD | +7.7% | +11.0% | -3.4% | -0.6% |
| 1Y | +5.7% | +13.3% | -7.7% | -3.9% |
| 3Y | +24.6% | +73.4% | -48.8% | -17.2% |
| 5Y | +15.6% | +57.4% | -41.8% | -17.9% |
| 10Y | +87.9% | +221.7% | -133.8% | -12.2% |
| All | +371.3% | +356.5% | +14.8% | +77.8% |
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 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