-26.1%
SSBI vs VT
+53.4%
-79.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.3% | -2.3% | +2.0% | +0.1% |
| 30D | -10.0% | -5.0% | -5.1% | -9.2% |
| 3M | -14.5% | -4.9% | -9.6% | -13.7% |
| 6M | -15.8% | -1.5% | -14.2% | -15.6% |
| YTD | -2.1% | +8.5% | -10.5% | -4.0% |
| 1Y | +8.2% | +11.4% | -3.2% | +5.4% |
| 3Y | -7.9% | +70.1% | -78.0% | -18.7% |
| All | -26.1% | +53.4% | -79.5% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling