-56.9%
SST vs VOO
+79.1%
-136.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +30.5% | -0.6% | +31.1% | +31.1% |
| 7D | +76.1% | +0.5% | +75.5% | +75.3% |
| 30D | +199.4% | -0.9% | +200.3% | +201.7% |
| 3M | +62.3% | +3.9% | +58.4% | +56.7% |
| 6M | +62.9% | +14.5% | +48.3% | +43.9% |
| YTD | +27.6% | +13.0% | +14.6% | +14.8% |
| 1Y | -35.3% | +19.4% | -54.7% | -45.8% |
| 3Y | -56.9% | +78.9% | -135.8% | -69.7% |
| All | -56.9% | +79.1% | -136.0% | -69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling