+3,225.9%
SSO vs VOO
+817.1%
+2,408.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | +2.1% | +2.0% | +0.1% | -1.4% |
| 6M | +23.0% | +13.0% | +9.9% | -2.7% |
| YTD | +22.7% | +13.6% | +9.2% | -3.6% |
| 1Y | +34.0% | +20.1% | +13.9% | -5.4% |
| 3Y | +143.7% | +77.6% | +66.2% | -17.0% |
| 5Y | +118.9% | +82.4% | +36.4% | -23.7% |
| 10Y | +730.5% | +316.8% | +413.7% | -33.0% |
| All | +3,225.9% | +817.1% | +2,408.9% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling