+1.1%
SSL vs VOO
+82.3%
-81.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.8% |
| 7D | +6.8% | +0.5% | +6.3% | +6.3% |
| 30D | +20.1% | -0.9% | +21.1% | +20.9% |
| 3M | -1.1% | +3.9% | -5.0% | -4.9% |
| 6M | +48.4% | +14.5% | +33.9% | +29.7% |
| YTD | +104.3% | +13.0% | +91.4% | +80.7% |
| 1Y | +86.0% | +19.4% | +66.6% | +55.8% |
| 3Y | +10.6% | +78.9% | -68.3% | -37.9% |
| 5Y | +1.1% | +82.3% | -81.2% | -44.1% |
| All | +1.1% | +82.3% | -81.3% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling