-94.9%
SST vs VOO
+82.3%
-177.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +30.5% | -0.6% | +31.1% | +31.0% |
| 7D | +76.1% | +0.5% | +75.5% | +75.3% |
| 30D | +199.4% | -0.9% | +200.3% | +201.6% |
| 3M | +62.3% | +3.9% | +58.4% | +57.0% |
| 6M | +62.9% | +14.5% | +48.3% | +43.6% |
| YTD | +27.6% | +13.0% | +14.6% | +14.2% |
| 1Y | -35.3% | +19.4% | -54.7% | -45.2% |
| 3Y | -56.9% | +78.9% | -135.8% | -73.7% |
| 5Y | -94.9% | +82.3% | -177.2% | -97.2% |
| All | -94.9% | +82.3% | -177.3% | -97.2% |
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