-52.5%
SSII price history and return analytics
+42.9%
-95.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -4.1% | -12.2% | -6.8% |
| 7D | -20.2% | -4.2% | -16.0% | -11.1% |
| 30D | -31.2% | -5.8% | -25.4% | -20.5% |
| 3M | -50.6% | -5.2% | -45.4% | -43.8% |
| 6M | -51.3% | +0.1% | -51.4% | -52.1% |
| YTD | -66.5% | +8.2% | -74.8% | -74.5% |
| 1Y | -74.2% | +10.1% | -84.3% | -81.4% |
| All | -52.5% | +42.9% | -95.4% | -99.6% |
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 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