+14.8%
SPAI vs VOO
+40.7%
-25.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.4% |
| 7D | +5.8% | +0.1% | +5.7% | +5.8% |
| 30D | +12.1% | +0.1% | +12.1% | +12.1% |
| 3M | -18.5% | +2.0% | -20.5% | -20.4% |
| 6M | +6.8% | +13.0% | -6.3% | -9.6% |
| YTD | +17.8% | +13.6% | +4.2% | -0.9% |
| 1Y | -25.5% | +20.1% | -45.6% | -40.9% |
| All | +14.8% | +40.7% | -25.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling