+368.2%
SSBI vs VOO
+817.1%
-448.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -5.2% | +0.1% | -5.2% | -5.2% |
| 3M | -5.2% | +2.0% | -7.3% | -5.8% |
| 6M | -6.2% | +13.0% | -19.2% | -9.2% |
| YTD | +8.9% | +13.6% | -4.7% | +5.1% |
| 1Y | +7.4% | +20.1% | -12.7% | +2.1% |
| 3Y | -17.4% | +77.6% | -95.0% | -29.7% |
| 5Y | -5.3% | +82.4% | -87.7% | -20.6% |
| 10Y | +68.5% | +316.8% | -248.3% | +16.4% |
| All | +368.2% | +817.1% | -448.9% | +199.6% |
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