-51.2%
SSP vs VT
+363.9%
-415.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.4% | +4.9% |
| 7D | +19.5% | -0.3% | +19.8% | +19.9% |
| 30D | +5.9% | -1.4% | +7.3% | +7.9% |
| 3M | +1.1% | -1.4% | +2.4% | +3.1% |
| 6M | -40.7% | +5.5% | -46.2% | -45.0% |
| YTD | -27.8% | +12.8% | -40.7% | -38.5% |
| 1Y | +76.5% | +15.4% | +61.1% | +45.6% |
| 3Y | -46.8% | +76.9% | -123.7% | -73.5% |
| 5Y | -81.4% | +60.4% | -141.8% | -89.2% |
| 10Y | -68.2% | +232.8% | -301.0% | -91.4% |
| All | -51.2% | +363.9% | -415.1% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling