+3.5%
SSBI vs VOO
+17.3%
-13.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.6% |
| 7D | -3.2% | -2.0% | -1.3% | -3.4% |
| 30D | -5.9% | -1.7% | -4.3% | -6.1% |
| 3M | -8.7% | +4.7% | -13.4% | -8.2% |
| 6M | -4.3% | +12.6% | -16.8% | -2.9% |
| YTD | +5.3% | +11.8% | -6.4% | +6.8% |
| 1Y | +3.5% | +17.5% | -14.1% | +3.8% |
| All | +3.5% | +17.3% | -13.8% | +3.8% |
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