-54.2%
ISPR vs VOO
+19.5%
-73.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -7.6% |
| 7D | -2.1% | +0.5% | -2.6% | -2.2% |
| 30D | -17.0% | -0.9% | -16.0% | -16.7% |
| 3M | -17.0% | +3.9% | -20.8% | -18.1% |
| 6M | -41.3% | +14.5% | -55.9% | -45.6% |
| YTD | -49.3% | +13.0% | -62.2% | -53.4% |
| 1Y | -54.2% | +19.4% | -73.6% | -61.8% |
| All | -54.2% | +19.5% | -73.7% | -61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling