-35.4%
SPAI vs VOO
+34.3%
-69.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.4% | -5.1% | -2.8% |
| 7D | -18.6% | -4.7% | -13.9% | -12.1% |
| 30D | -32.7% | -5.9% | -26.8% | -25.9% |
| 3M | -36.8% | -4.5% | -32.3% | -32.0% |
| 6M | -35.8% | +1.9% | -37.7% | -36.6% |
| YTD | -33.7% | +8.4% | -42.1% | -39.9% |
| 1Y | -51.4% | +9.5% | -60.9% | -56.4% |
| All | -35.4% | +34.3% | -69.6% | -33.5% |
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 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