+334.9%
SSBI vs VOO
+800.4%
-465.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +3.2% | +2.6% | +0.7% | +2.6% |
| 30D | -4.2% | -2.0% | -2.2% | -3.8% |
| 3M | -8.9% | -2.8% | -6.1% | -8.3% |
| 6M | -13.0% | +2.2% | -15.2% | -13.6% |
| YTD | +1.1% | +11.5% | -10.4% | -2.0% |
| 1Y | +8.9% | +13.5% | -4.6% | +5.1% |
| 3Y | -1.2% | +78.1% | -79.3% | -16.0% |
| 5Y | -20.2% | +73.1% | -93.3% | -32.1% |
| 10Y | +59.7% | +310.7% | -251.1% | +10.8% |
| All | +334.9% | +800.4% | -465.5% | +179.4% |
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 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