+157.9%
SSRM vs VOO
+317.9%
-160.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +3.2% |
| 7D | +11.0% | +0.1% | +10.9% | +10.9% |
| 30D | -16.4% | -3.3% | -13.1% | -14.7% |
| 3M | -6.6% | -2.4% | -4.2% | -5.0% |
| 6M | -13.2% | +2.6% | -15.8% | -13.8% |
| YTD | +35.5% | +11.3% | +24.2% | +29.7% |
| 1Y | +48.9% | +13.4% | +35.5% | +41.4% |
| 3Y | +152.3% | +80.3% | +72.0% | +97.1% |
| 5Y | +74.8% | +72.7% | +2.1% | +36.7% |
| 10Y | +157.9% | +310.0% | -152.2% | +57.0% |
| All | +157.9% | +317.9% | -160.0% | +57.0% |
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