-64.2%
SPAX vs VOO
-1.7%
-62.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.5% | +0.3% | +17.2% | +16.1% |
| 7D | -3.0% | -2.7% | -0.3% | +10.8% |
| 30D | -39.6% | -5.4% | -34.3% | -17.8% |
| 3M | +18.1% | -4.1% | +22.1% | +52.3% |
| All | -64.2% | -1.7% | -62.5% | -56.2% |
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 · Available span rolling