+933.3%
SSM vs VOO
+80.9%
+852.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.4% | -11.0% | -12.4% |
| 7D | +16.1% | +0.1% | +16.0% | +18.2% |
| 30D | -13.9% | +0.1% | -13.9% | -12.6% |
| 3M | -24.0% | +2.0% | -26.0% | -20.9% |
| 6M | -57.2% | +13.0% | -70.3% | -43.2% |
| YTD | -55.7% | +13.6% | -69.3% | -40.4% |
| 1Y | -64.7% | +20.1% | -84.8% | -43.9% |
| All | +933.3% | +80.9% | +852.5% | -381.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling