+395.5%
SSB vs VOO
+817.1%
-421.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -0.5% | +0.1% | -0.6% | -0.6% |
| 3M | +14.5% | +2.0% | +12.5% | +11.6% |
| 6M | +10.5% | +13.0% | -2.5% | -3.7% |
| YTD | +16.8% | +13.6% | +3.2% | +1.3% |
| 1Y | +6.9% | +20.1% | -13.2% | -12.8% |
| 3Y | +55.4% | +77.6% | -22.2% | -16.5% |
| 5Y | +77.2% | +82.4% | -5.2% | -7.8% |
| 10Y | +76.9% | +316.8% | -239.9% | -63.0% |
| All | +395.5% | +817.1% | -421.5% | -68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling