+22.7%
SSB vs VOO
+9.9%
+12.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -0.4% | -2.7% | +2.3% | +1.0% |
| 30D | +5.9% | -5.4% | +11.3% | +9.1% |
| 3M | -2.9% | -4.1% | +1.2% | -0.8% |
| 6M | +7.5% | +0.7% | +6.8% | +6.1% |
| YTD | +13.3% | +8.7% | +4.6% | +5.0% |
| 1Y | +22.7% | +11.0% | +11.7% | +11.8% |
| All | +22.7% | +9.9% | +12.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling