-74.9%
SSP vs VT
+66.2%
-141.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.2% | +0.4% | +0.8% | +0.5% |
| 30D | +15.0% | +1.0% | +14.0% | +13.4% |
| 3M | -1.2% | +2.4% | -3.6% | -5.6% |
| 6M | -19.7% | +12.0% | -31.7% | -33.9% |
| YTD | -17.3% | +15.3% | -32.6% | -35.1% |
| 1Y | +45.8% | +22.6% | +23.2% | +2.6% |
| 3Y | -38.6% | +74.7% | -113.3% | -74.8% |
| All | -74.9% | +66.2% | -141.1% | -89.4% |
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