+753.7%
SSO price history and return analytics
+222.7%
+531.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.4% |
| 7D | -0.8% | -0.1% | -0.7% | -0.5% |
| 30D | -3.2% | -0.7% | -2.6% | -1.9% |
| 3M | +5.6% | +4.0% | +1.6% | -2.3% |
| 6M | +23.0% | +12.3% | +10.7% | -2.5% |
| YTD | +20.2% | +14.0% | +6.2% | -7.6% |
| 1Y | +30.8% | +20.3% | +10.5% | -9.5% |
| 3Y | +145.1% | +75.4% | +69.7% | -17.8% |
| 5Y | +118.4% | +66.0% | +52.5% | -11.6% |
| 10Y | +753.7% | +228.2% | +525.5% | +10.0% |
| All | +753.7% | +222.7% | +531.0% | +10.0% |
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