+59.4%
SSB price history and return analytics
+220.7%
-161.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | +6.2% | -3.1% | +9.2% | +9.6% |
| 3M | -2.0% | -3.5% | +1.5% | +1.6% |
| 6M | +11.2% | +0.5% | +10.8% | +9.6% |
| YTD | +15.1% | +10.8% | +4.4% | +1.3% |
| 1Y | +22.0% | +11.9% | +10.1% | +6.0% |
| 3Y | +65.3% | +73.0% | -7.7% | -11.3% |
| 5Y | +44.0% | +58.6% | -14.6% | -14.5% |
| All | +59.4% | +220.7% | -161.3% | -55.3% |
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