+41.5%
SSRM vs VOO
+72.6%
-31.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -4.2% | +2.6% | -6.8% | -6.3% |
| 30D | -11.5% | -2.0% | -9.5% | -9.7% |
| 3M | -14.5% | -2.8% | -11.8% | -12.1% |
| 6M | -21.7% | +2.2% | -23.9% | -22.4% |
| YTD | +24.1% | +11.5% | +12.6% | +15.6% |
| 1Y | +28.4% | +13.5% | +14.9% | +18.3% |
| 3Y | +138.9% | +78.1% | +60.8% | +65.7% |
| All | +41.5% | +72.6% | -31.0% | -5.7% |
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