+725.3%
SSO vs VT
+224.5%
+500.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.1% | +0.4% | -0.4% | -0.8% |
| 30D | -0.4% | +1.0% | -1.4% | -2.4% |
| 3M | +2.1% | +2.4% | -0.3% | -2.4% |
| 6M | +23.0% | +12.0% | +11.0% | -2.0% |
| YTD | +22.7% | +15.3% | +7.4% | -7.8% |
| 1Y | +34.0% | +22.6% | +11.4% | -10.8% |
| 3Y | +143.7% | +74.7% | +69.1% | -17.5% |
| 5Y | +118.9% | +66.1% | +52.7% | -11.6% |
| All | +725.3% | +224.5% | +500.9% | +8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling