+965.0%
SSD vs VOO
+798.5%
+166.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.3% | +1.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +19.3% | -3.3% | +22.6% | +23.6% |
| 3M | +3.1% | -2.4% | +5.5% | +5.7% |
| 6M | +8.6% | +2.6% | +6.0% | +5.5% |
| YTD | +27.3% | +11.3% | +16.0% | +13.0% |
| 1Y | +20.4% | +13.4% | +6.9% | +4.6% |
| 3Y | +47.2% | +80.3% | -33.1% | -23.6% |
| 5Y | +72.2% | +72.7% | -0.5% | -6.0% |
| 10Y | +418.6% | +310.0% | +108.6% | +3.5% |
| All | +965.0% | +798.5% | +166.5% | -38.8% |
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