+687.0%
SSO price history and return analytics
+217.6%
+469.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.2% |
| 7D | -1.6% | -0.1% | -1.4% | -1.0% |
| 30D | -8.0% | -3.1% | -4.9% | -1.6% |
| 3M | -7.2% | -3.5% | -3.7% | +0.2% |
| 6M | +0.6% | +0.5% | +0.1% | +0.3% |
| YTD | +15.3% | +10.8% | +4.5% | -5.7% |
| 1Y | +15.0% | +11.9% | +3.1% | -7.6% |
| 3Y | +142.3% | +73.0% | +69.3% | -16.5% |
| 5Y | +96.1% | +58.6% | +37.5% | -12.9% |
| 10Y | +687.0% | +219.2% | +467.8% | +8.8% |
| All | +687.0% | +217.6% | +469.4% | +8.8% |
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