-87.6%
SSM vs VT
+10.7%
-98.3%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | -4.1% | -8.7% | -10.1% |
| 7D | -22.1% | -4.2% | -18.0% | -19.6% |
| 30D | -37.7% | -5.8% | -31.9% | -35.3% |
| 3M | -75.8% | -5.2% | -70.5% | -74.9% |
| 6M | -85.3% | +0.1% | -85.4% | -85.3% |
| YTD | -87.5% | +8.2% | -95.8% | -88.8% |
| 1Y | -87.6% | +10.1% | -97.7% | -89.1% |
| All | -87.6% | +10.7% | -98.3% | -89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling