+172.3%
SSRM vs VOO
+306.9%
-134.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.6% | -4.8% |
| 7D | +7.8% | -0.6% | +8.4% | +8.2% |
| 30D | -20.6% | -3.6% | -16.9% | -18.7% |
| 3M | -10.1% | -2.7% | -7.4% | -8.4% |
| 6M | -17.5% | +2.2% | -19.7% | -17.9% |
| YTD | +28.8% | +10.9% | +17.9% | +23.5% |
| 1Y | +35.6% | +11.3% | +24.2% | +29.9% |
| 3Y | +141.5% | +76.9% | +64.6% | +90.1% |
| 5Y | +58.9% | +73.5% | -14.6% | +24.1% |
| 10Y | +172.3% | +307.7% | -135.3% | +69.4% |
| All | +172.3% | +306.9% | -134.5% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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