-77.9%
ISPR vs VOO
+91.5%
-169.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.3% | +5.4% | +5.5% |
| 7D | +13.6% | +0.1% | +13.5% | +13.6% |
| 30D | +9.9% | -3.3% | +13.2% | +13.5% |
| 3M | -2.3% | -2.4% | +0.1% | -0.2% |
| 6M | -4.0% | +2.6% | -6.6% | -7.3% |
| YTD | -40.4% | +11.3% | -51.6% | -47.3% |
| 1Y | +11.7% | +13.4% | -1.7% | -3.7% |
| 3Y | -81.1% | +80.3% | -161.4% | -89.7% |
| All | -77.9% | +91.5% | -169.4% | -89.5% |
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