+295.6%
SSM price history and return analytics
+69.7%
+225.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +2.9% |
| 7D | -7.7% | -2.3% | -5.4% | -17.4% |
| 30D | -35.0% | -5.0% | -30.1% | -48.9% |
| 3M | -75.1% | -4.9% | -70.3% | -80.0% |
| 6M | -84.5% | -1.5% | -83.0% | -86.5% |
| YTD | -87.3% | +8.5% | -95.8% | -84.2% |
| 1Y | -85.7% | +11.4% | -97.1% | -80.2% |
| 3Y | +295.6% | +70.1% | +225.5% | -96.6% |
| All | +295.6% | +69.7% | +225.8% | -96.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling