-100.0%
SSM price history and return analytics
+58.9%
-158.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -0.3% |
| 7D | -5.1% | -0.7% | -4.4% | -5.9% |
| 30D | -20.9% | -1.7% | -19.2% | -22.6% |
| 3M | -65.2% | -2.3% | -62.9% | -65.9% |
| 6M | -78.2% | +1.5% | -79.8% | -78.0% |
| YTD | -86.4% | +12.0% | -98.5% | -85.2% |
| 1Y | -82.8% | +12.9% | -95.7% | -81.1% |
| 3Y | +216.3% | +74.9% | +141.4% | +260.9% |
| All | -100.0% | +58.9% | -158.8% | -99.9% |
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 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