-74.1%
SSII price history and return analytics
+11.9%
-86.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.8% | -0.3% | +26.0% | +25.9% |
| 7D | -21.3% | +2.4% | -23.7% | -22.4% |
| 30D | -38.5% | -1.5% | -37.0% | -37.5% |
| 3M | -56.7% | -4.1% | -52.5% | -55.4% |
| 6M | -58.4% | +0.6% | -59.0% | -57.9% |
| YTD | -70.8% | +11.0% | -81.8% | -71.7% |
| 1Y | -74.1% | +13.3% | -87.5% | -75.9% |
| All | -74.1% | +11.9% | -86.0% | -75.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling