+165.3%
SSRM vs VT
+214.8%
-49.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | +2.3% |
| 7D | -1.2% | -4.2% | +2.9% | +2.1% |
| 30D | -18.6% | -5.8% | -12.8% | -14.6% |
| 3M | -3.6% | -5.2% | +1.6% | +0.9% |
| 6M | -1.1% | +0.1% | -1.2% | +0.2% |
| YTD | +27.5% | +8.2% | +19.3% | +23.7% |
| 1Y | +43.5% | +10.1% | +33.3% | +37.9% |
| 3Y | +129.5% | +69.7% | +59.8% | +73.6% |
| 5Y | +66.0% | +53.4% | +12.6% | +29.9% |
| All | +165.3% | +214.8% | -49.5% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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