-41.8%
SSII vs VT
+46.4%
-88.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | -6.8% | -1.6% | -5.2% | -3.4% |
| 30D | -12.7% | -2.5% | -10.2% | -7.7% |
| 3M | -41.0% | -1.3% | -39.7% | -39.6% |
| 6M | -41.6% | +3.1% | -44.7% | -46.9% |
| YTD | -59.0% | +10.9% | -69.9% | -70.7% |
| 1Y | -70.4% | +12.1% | -82.4% | -79.6% |
| All | -41.8% | +46.4% | -88.2% | -99.5% |
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