-100.0%
SSM vs VOO
+68.1%
-168.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.1% |
| 7D | -7.7% | -2.7% | -5.0% | -7.6% |
| 30D | -35.0% | -5.4% | -29.7% | -35.1% |
| 3M | -75.1% | -4.1% | -71.1% | -75.1% |
| 6M | -84.5% | +0.7% | -85.3% | -84.5% |
| YTD | -87.3% | +8.7% | -96.0% | -87.2% |
| 1Y | -85.7% | +11.0% | -96.7% | -85.6% |
| 3Y | +295.6% | +75.5% | +220.1% | +198.7% |
| All | -100.0% | +68.1% | -168.1% | -100.0% |
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