-16.6%
SPCB vs VOO
+78.5%
-95.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.4% | -7.0% | -7.1% |
| 7D | -26.2% | +2.6% | -28.8% | -27.3% |
| 30D | -31.1% | -2.0% | -29.1% | -30.0% |
| 3M | -44.9% | -2.8% | -42.1% | -43.9% |
| 6M | -45.5% | +2.2% | -47.7% | -45.8% |
| YTD | -31.8% | +11.5% | -43.3% | -34.6% |
| 1Y | -38.2% | +13.5% | -51.7% | -40.9% |
| 3Y | -16.6% | +78.1% | -94.7% | -33.1% |
| All | -16.6% | +78.5% | -95.1% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling