-65.2%
SSP vs VT
+223.7%
-288.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | +2.6% | +14.1% | +12.6% |
| 7D | +32.3% | +0.4% | +32.0% | +31.7% |
| 30D | +24.5% | -2.6% | +27.1% | +29.8% |
| 3M | +7.2% | -3.2% | +10.5% | +13.0% |
| 6M | -21.6% | +0.9% | -22.5% | -23.5% |
| YTD | -10.8% | +11.3% | -22.1% | -25.9% |
| 1Y | +85.0% | +14.0% | +71.0% | +47.0% |
| 3Y | -29.2% | +75.8% | -105.1% | -71.2% |
| 5Y | -77.5% | +57.8% | -135.3% | -88.8% |
| 10Y | -65.2% | +219.8% | -285.0% | -93.3% |
| All | -65.2% | +223.7% | -288.9% | -93.3% |
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