-100.0%
SSM price history and return analytics
+57.8%
-157.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +5.5% |
| 7D | -5.9% | +0.4% | -6.3% | -6.0% |
| 30D | -21.8% | -2.6% | -19.2% | -24.0% |
| 3M | -74.3% | -3.2% | -71.1% | -75.0% |
| 6M | -79.1% | +0.9% | -80.1% | -79.0% |
| YTD | -86.8% | +11.3% | -98.1% | -85.7% |
| 1Y | -83.5% | +14.0% | -97.5% | -81.7% |
| 3Y | +310.2% | +75.8% | +234.4% | +358.9% |
| All | -100.0% | +57.8% | -157.8% | -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