-47.3%
SSII price history and return analytics
+43.2%
-90.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.8% | +10.5% |
| 7D | -10.2% | -2.3% | -7.9% | -4.2% |
| 30D | -23.0% | -5.0% | -18.0% | -12.8% |
| 3M | -43.1% | -4.9% | -38.2% | -35.8% |
| 6M | -48.2% | -1.5% | -46.6% | -46.7% |
| YTD | -62.9% | +8.5% | -71.3% | -71.8% |
| 1Y | -70.7% | +11.4% | -82.1% | -79.6% |
| All | -47.3% | +43.2% | -90.5% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling