+64.3%
SSB vs VOO
+79.7%
-15.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.7% |
| 7D | -0.6% | -0.9% | +0.3% | +0.1% |
| 30D | +5.2% | -2.3% | +7.5% | +7.4% |
| 3M | -4.0% | -1.2% | -2.8% | -3.2% |
| 6M | +13.6% | +3.3% | +10.2% | +8.9% |
| YTD | +14.6% | +12.3% | +2.3% | +0.1% |
| 1Y | +21.5% | +12.5% | +9.0% | +5.9% |
| All | +64.3% | +79.7% | -15.4% | -32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling