+186.8%
SSRM vs VOO
+315.9%
-129.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.3% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +28.2% | +0.1% | +28.2% | +28.3% |
| 3M | +26.2% | +2.0% | +24.2% | +25.2% |
| 6M | +11.8% | +13.0% | -1.2% | +5.5% |
| YTD | +69.6% | +13.6% | +56.1% | +59.8% |
| 1Y | +82.2% | +20.1% | +62.1% | +67.3% |
| 3Y | +153.2% | +77.6% | +75.7% | +95.8% |
| 5Y | +129.7% | +82.4% | +47.3% | +73.4% |
| All | +186.8% | +315.9% | -129.1% | +40.2% |
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