+41.9%
SSD vs VOO
+74.3%
-32.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.3% |
| 7D | +1.8% | -2.7% | +4.5% | +4.4% |
| 30D | +15.0% | -5.4% | +20.4% | +20.9% |
| 3M | +2.0% | -4.1% | +6.0% | +5.8% |
| 6M | +1.7% | +0.7% | +0.9% | +0.8% |
| YTD | +22.8% | +8.7% | +14.0% | +13.2% |
| 1Y | +17.6% | +11.0% | +6.7% | +6.3% |
| All | +41.9% | +74.3% | -32.4% | -30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling