+202.4%
SPB vs VOO
+806.9%
-604.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -1.8% |
| 7D | -3.6% | -0.9% | -2.7% | -2.7% |
| 30D | +14.5% | -2.3% | +16.9% | +17.2% |
| 3M | +1.0% | -1.2% | +2.1% | +2.0% |
| 6M | +12.9% | +3.3% | +9.6% | +8.7% |
| YTD | +52.1% | +12.3% | +39.8% | +33.9% |
| 1Y | +75.6% | +12.5% | +63.1% | +54.2% |
| 3Y | +22.2% | +79.2% | -56.9% | -35.4% |
| 5Y | +5.7% | +75.7% | -70.0% | -43.1% |
| 10Y | +18.4% | +313.7% | -295.3% | -75.3% |
| All | +202.4% | +806.9% | -604.5% | -77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling