-99.9%
SSM vs VOO
+74.7%
-174.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -35.4% | +0.5% | -36.0% | -35.4% |
| 30D | -14.5% | -0.9% | -13.6% | -14.5% |
| 3M | -28.1% | +3.9% | -32.0% | -27.9% |
| 6M | -56.6% | +14.5% | -71.1% | -56.2% |
| YTD | -56.1% | +13.0% | -69.1% | -55.8% |
| 1Y | -72.2% | +19.4% | -91.6% | -71.8% |
| 3Y | +923.3% | +78.9% | +844.5% | +656.5% |
| All | -99.9% | +74.7% | -174.6% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling