+22.5%
SPBU vs VOO
+34.7%
-12.3%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | 0.0% |
| 7D | -0.8% | -0.9% | +0.1% | -0.3% |
| 30D | -2.2% | -2.3% | +0.1% | -0.7% |
| 3M | -1.9% | -1.2% | -0.7% | -1.2% |
| 6M | +1.1% | +3.3% | -2.2% | -1.0% |
| YTD | +7.6% | +12.3% | -4.8% | -0.3% |
| 1Y | +7.1% | +12.5% | -5.4% | -0.8% |
| All | +22.5% | +34.7% | -12.3% | +2.1% |
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 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