-15.5%
SSBI price history and return analytics
+76.6%
-92.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -0.9% | +1.0% | -1.9% | -1.1% |
| 30D | -5.1% | -0.2% | -4.8% | -5.0% |
| 3M | -5.0% | +4.5% | -9.5% | -5.8% |
| 6M | -2.7% | +14.1% | -16.7% | -5.4% |
| YTD | +9.5% | +14.8% | -5.2% | +6.1% |
| 1Y | +8.3% | +21.2% | -12.9% | +3.1% |
| 3Y | -15.5% | +76.6% | -92.1% | -34.6% |
| All | -15.5% | +76.6% | -92.1% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling