+23.7%
SPB vs VOO
+79.4%
-55.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | +1.1% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +15.5% | -3.3% | +18.8% | +18.7% |
| 3M | -0.4% | -2.4% | +2.0% | +1.6% |
| 6M | +10.9% | +2.6% | +8.3% | +8.2% |
| YTD | +53.9% | +11.3% | +42.6% | +39.9% |
| 1Y | +69.2% | +13.4% | +55.7% | +50.8% |
| All | +23.7% | +79.4% | -55.7% | -27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling