+203.2%
SPB vs VOO
+817.1%
-613.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -1.7% | +0.1% | -1.7% | -1.7% |
| 3M | +8.9% | +2.0% | +6.9% | +6.5% |
| 6M | +16.2% | +13.0% | +3.1% | +2.2% |
| YTD | +52.4% | +13.6% | +38.9% | +33.0% |
| 1Y | +62.7% | +20.1% | +42.7% | +33.4% |
| 3Y | +13.7% | +77.6% | -63.9% | -39.3% |
| 5Y | +26.6% | +82.4% | -55.8% | -34.5% |
| 10Y | +9.0% | +316.8% | -307.9% | -77.3% |
| All | +203.2% | +817.1% | -613.9% | -77.8% |
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