-99.9%
SSM vs VT
+63.5%
-163.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | 0.0% | -11.4% | -11.4% |
| 7D | +16.1% | +0.4% | +15.7% | +17.2% |
| 30D | -13.9% | +1.0% | -14.9% | -12.7% |
| 3M | -24.0% | +2.4% | -26.4% | -22.5% |
| 6M | -57.2% | +12.0% | -69.2% | -53.2% |
| YTD | -55.7% | +15.3% | -71.1% | -50.2% |
| 1Y | -64.7% | +22.6% | -87.3% | -58.0% |
| 3Y | +359.3% | +74.7% | +284.6% | +478.6% |
| All | -99.9% | +63.5% | -163.4% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling