+434.1%
SSB price history and return analytics
+363.9%
+70.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -1.0% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | +5.5% | -1.4% | +6.9% | +6.8% |
| 3M | -1.9% | -1.4% | -0.6% | -0.8% |
| 6M | +11.9% | +5.5% | +6.5% | +5.4% |
| YTD | +15.4% | +12.8% | +2.5% | +1.3% |
| 1Y | +24.4% | +15.4% | +8.9% | +6.7% |
| 3Y | +57.6% | +76.9% | -19.3% | -10.5% |
| 5Y | +48.7% | +60.4% | -11.7% | -6.6% |
| 10Y | +88.8% | +232.8% | -144.0% | -39.4% |
| All | +434.1% | +363.9% | +70.2% | +40.8% |
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