-14.7%
SSII vs VT
+52.3%
-67.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.0% | +0.4% | -2.5% | -3.0% |
| 30D | -11.4% | +1.0% | -12.4% | -13.4% |
| 3M | -11.2% | +2.4% | -13.6% | -16.3% |
| 6M | -26.0% | +12.0% | -38.0% | -45.8% |
| YTD | -40.0% | +15.3% | -55.3% | -60.6% |
| 1Y | -51.3% | +22.6% | -73.9% | -74.2% |
| All | -14.7% | +52.3% | -67.0% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling