-98.5%
SPCB vs VOO
+314.0%
-412.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.7% |
| 7D | -1.2% | +0.5% | -1.7% | -1.5% |
| 30D | -11.0% | -0.9% | -10.0% | -10.5% |
| 3M | -1.7% | +3.9% | -5.6% | -3.9% |
| 6M | +26.9% | +14.5% | +12.3% | +17.7% |
| YTD | +12.2% | +13.0% | -0.8% | +5.1% |
| 1Y | +5.5% | +19.4% | -13.9% | -3.9% |
| 3Y | +12.8% | +78.9% | -66.1% | -19.9% |
| 5Y | -95.6% | +82.3% | -177.9% | -96.9% |
| 10Y | -98.5% | +314.2% | -412.7% | -99.3% |
| All | -98.5% | +314.0% | -412.5% | -99.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling