-42.1%
SSTI vs VT
+177.7%
-219.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -2.7% |
| 7D | -0.2% | +0.4% | -0.6% | -0.8% |
| 30D | -0.5% | -2.6% | +2.1% | +1.7% |
| 3M | +5.1% | -3.2% | +8.3% | +8.0% |
| 6M | +18.9% | +0.9% | +17.9% | +16.8% |
| YTD | +3.6% | +11.3% | -7.7% | -7.7% |
| 1Y | +4.3% | +14.0% | -9.7% | -8.8% |
| 3Y | -55.6% | +75.8% | -131.4% | -73.8% |
| 5Y | -78.9% | +57.8% | -136.8% | -86.3% |
| All | -42.1% | +177.7% | -219.9% | -80.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling