-14.7%
SSII vs VOO
+49.4%
-64.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.3% |
| 30D | -11.4% | +0.1% | -11.5% | -11.6% |
| 3M | -11.2% | +2.0% | -13.2% | -16.0% |
| 6M | -26.0% | +13.0% | -39.1% | -48.1% |
| YTD | -40.0% | +13.6% | -53.5% | -58.9% |
| 1Y | -51.3% | +20.1% | -71.4% | -72.4% |
| All | -14.7% | +49.4% | -64.2% | -99.8% |
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