+367.3%
SSBI price history and return analytics
+360.7%
+6.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.2% |
| 7D | +3.2% | -0.7% | +3.9% | +3.4% |
| 30D | -4.2% | -1.7% | -2.5% | -3.9% |
| 3M | -9.4% | -2.3% | -7.1% | -9.1% |
| 6M | -13.9% | +1.5% | -15.5% | -14.3% |
| YTD | +1.4% | +12.0% | -10.7% | -1.2% |
| 1Y | +9.7% | +12.9% | -3.2% | +6.7% |
| 3Y | -1.1% | +74.9% | -76.1% | -12.4% |
| 5Y | -19.4% | +59.9% | -79.4% | -27.7% |
| 10Y | +60.1% | +224.6% | -164.5% | +26.8% |
| All | +367.3% | +360.7% | +6.6% | +260.7% |
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