-42.8%
SSTI vs VT
+179.6%
-222.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.5% |
| 7D | -1.2% | -0.7% | -0.5% | -0.8% |
| 30D | -1.2% | -1.7% | +0.5% | +0.1% |
| 3M | +1.5% | -2.3% | +3.8% | +3.4% |
| 6M | +20.0% | +1.5% | +18.5% | +17.3% |
| YTD | +2.5% | +12.0% | -9.6% | -9.2% |
| 1Y | -1.0% | +12.9% | -13.8% | -12.5% |
| 3Y | -60.3% | +74.9% | -135.3% | -76.5% |
| 5Y | -77.2% | +59.9% | -137.1% | -85.3% |
| All | -42.8% | +179.6% | -222.3% | -80.8% |
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 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