-98.3%
SST price history and return analytics
+120.0%
-218.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.7% |
| 7D | -3.4% | -0.7% | -2.7% | -3.0% |
| 30D | -22.4% | -1.7% | -20.6% | -21.3% |
| 3M | 0.0% | -2.3% | +2.3% | +2.1% |
| 6M | -55.6% | +1.5% | -57.1% | -56.0% |
| YTD | -56.6% | +12.0% | -68.7% | -60.7% |
| 1Y | -60.7% | +12.9% | -73.6% | -64.7% |
| 3Y | -85.3% | +74.9% | -160.3% | -90.5% |
| 5Y | -98.3% | +59.9% | -158.2% | -98.9% |
| All | -98.3% | +120.0% | -218.3% | -99.0% |
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