+69.8%
SSRM vs VOO
+67.9%
+1.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | +7.2% | -2.7% | +9.9% | +9.7% |
| 30D | -13.3% | -5.4% | -8.0% | -8.9% |
| 3M | -1.3% | -4.1% | +2.8% | +2.8% |
| 6M | -12.9% | +0.7% | -13.7% | -12.5% |
| YTD | +29.6% | +8.7% | +20.9% | +23.4% |
| 1Y | +43.6% | +11.0% | +32.7% | +35.1% |
| 3Y | +129.5% | +75.5% | +54.1% | +62.2% |
| All | +69.8% | +67.9% | +1.9% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling