+341.6%
SSD vs VOO
+314.0%
+27.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +1.1% | +0.5% | +0.6% | +0.6% |
| 30D | -9.8% | -0.9% | -8.9% | -8.9% |
| 3M | -3.6% | +3.9% | -7.5% | -7.2% |
| 6M | -3.5% | +14.5% | -18.1% | -16.0% |
| YTD | +11.3% | +13.0% | -1.6% | -1.8% |
| 1Y | -8.0% | +19.4% | -27.4% | -23.4% |
| 3Y | +18.2% | +78.9% | -60.6% | -35.3% |
| 5Y | +69.3% | +82.3% | -13.0% | -8.9% |
| 10Y | +341.6% | +314.2% | +27.4% | +9.4% |
| All | +341.6% | +314.0% | +27.6% | +9.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling