-99.2%
SSG vs VT
+60.6%
-159.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.7% | +4.1% | +12.3% |
| 7D | +23.5% | -0.3% | +23.9% | +22.3% |
| 30D | +48.8% | -1.4% | +50.3% | +42.7% |
| 3M | +22.6% | -1.4% | +24.0% | +19.6% |
| 6M | -17.8% | +5.5% | -23.3% | +14.2% |
| YTD | -51.4% | +12.8% | -64.3% | -8.0% |
| 1Y | -50.7% | +15.4% | -66.1% | +4.3% |
| 3Y | -97.7% | +76.9% | -174.6% | -63.3% |
| 5Y | -99.2% | +60.4% | -159.6% | -85.6% |
| All | -99.2% | +60.6% | -159.8% | -85.6% |
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