-100.0%
ISPC vs VOO
+93.6%
-193.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.7% |
| 7D | -2.6% | -2.0% | -0.6% | -0.8% |
| 30D | -34.2% | -1.7% | -32.5% | -33.3% |
| 3M | -44.0% | +4.7% | -48.8% | -46.3% |
| 6M | -85.0% | +12.6% | -97.6% | -86.5% |
| YTD | -85.6% | +11.8% | -97.3% | -86.9% |
| 1Y | -97.1% | +17.5% | -114.7% | -97.5% |
| 3Y | -99.7% | +77.0% | -176.7% | -99.8% |
| 5Y | -100.0% | +82.6% | -182.5% | -100.0% |
| All | -100.0% | +93.6% | -193.6% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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