-96.2%
SST vs VT
+126.5%
-222.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +102.6% | +0.4% | +102.2% | +101.9% |
| 30D | +128.0% | +1.0% | +127.0% | +126.2% |
| 3M | +13.6% | +2.4% | +11.3% | +11.9% |
| 6M | +24.4% | +12.0% | +12.3% | +13.0% |
| YTD | -2.3% | +15.3% | -17.6% | -13.8% |
| 1Y | -48.7% | +22.6% | -71.3% | -57.1% |
| 3Y | -79.3% | +74.7% | -154.0% | -86.7% |
| 5Y | -96.1% | +66.1% | -162.3% | -97.7% |
| All | -96.2% | +126.5% | -222.6% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling