-47.7%
SSTI vs VT
+23.4%
-71.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.8% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | -26.1% | +0.8% | -26.9% | -26.6% |
| 3M | -20.0% | +2.8% | -22.8% | -22.0% |
| 6M | -22.3% | +13.0% | -35.3% | -33.8% |
| YTD | -24.3% | +15.4% | -39.6% | -39.8% |
| All | -47.7% | +23.4% | -71.1% | -65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling