-81.7%
SSP vs VT
+53.2%
-134.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.1% | +6.5% | +8.7% |
| 7D | +17.1% | -4.2% | +21.2% | +24.4% |
| 30D | +1.0% | -5.8% | +6.8% | +10.3% |
| 3M | +2.8% | -5.2% | +8.0% | +11.4% |
| 6M | -40.0% | +0.1% | -40.2% | -41.2% |
| YTD | -26.1% | +8.2% | -34.3% | -36.2% |
| 1Y | +85.9% | +10.1% | +75.8% | +55.1% |
| 3Y | -45.5% | +69.7% | -115.2% | -77.0% |
| 5Y | -81.7% | +53.4% | -135.1% | -91.6% |
| All | -81.7% | +53.2% | -134.9% | -91.6% |
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