+69.4%
SSBI vs VT
+224.5%
-155.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.6% | +0.4% | -2.1% | -1.8% |
| 30D | -5.2% | +1.0% | -6.1% | -5.5% |
| 3M | -5.2% | +2.4% | -7.6% | -6.2% |
| 6M | -6.2% | +12.0% | -18.2% | -10.2% |
| YTD | +8.9% | +15.3% | -6.5% | +2.9% |
| 1Y | +7.4% | +22.6% | -15.2% | -0.9% |
| 3Y | -17.4% | +74.7% | -92.1% | -34.2% |
| 5Y | -5.3% | +66.1% | -71.4% | -23.3% |
| All | +69.4% | +224.5% | -155.1% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling