+59.1%
SSRM vs VT
+57.9%
+1.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -10.6% | -1.6% | -9.0% | -8.8% |
| 30D | -21.4% | -2.5% | -18.9% | -18.7% |
| 3M | -3.0% | -1.3% | -1.7% | -0.8% |
| 6M | -10.3% | +3.1% | -13.4% | -11.6% |
| YTD | +19.5% | +10.9% | +8.5% | +10.7% |
| 1Y | +14.4% | +12.1% | +2.3% | +5.1% |
| 3Y | +115.0% | +73.9% | +41.1% | +38.3% |
| All | +59.1% | +57.9% | +1.2% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling