+24.5%
SPBU vs VOO
+36.3%
-11.8%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | +0.5% | +2.0% | -1.5% | -0.8% |
| 6M | +9.1% | +13.0% | -3.9% | +0.7% |
| YTD | +9.3% | +13.6% | -4.3% | +0.6% |
| 1Y | +14.1% | +20.1% | -6.0% | +1.6% |
| All | +24.5% | +36.3% | -11.8% | +3.1% |
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 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