-67.0%
SSII price history and return analytics
+47.0%
-114.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -0.6% | -12.0% | -11.2% |
| 7D | -30.5% | +2.9% | -33.4% | -35.4% |
| 30D | -48.2% | -2.5% | -45.7% | -45.1% |
| 3M | -64.2% | -3.3% | -60.9% | -61.4% |
| 6M | -67.9% | +1.5% | -69.4% | -69.5% |
| YTD | -76.8% | +11.4% | -88.1% | -83.5% |
| 1Y | -80.5% | +11.9% | -92.4% | -86.4% |
| All | -67.0% | +47.0% | -114.0% | -99.7% |
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 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