-91.7%
SPCB vs VOO
+817.1%
-908.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -7.4% | +0.1% | -7.4% | -7.4% |
| 3M | -10.1% | +2.0% | -12.1% | -10.0% |
| 6M | +19.8% | +13.0% | +6.8% | +20.3% |
| YTD | +9.6% | +13.6% | -4.0% | +10.1% |
| 1Y | +8.9% | +20.1% | -11.2% | +9.8% |
| 3Y | -2.7% | +77.6% | -80.3% | +2.5% |
| 5Y | -95.9% | +82.4% | -178.3% | -95.8% |
| 10Y | -98.5% | +316.8% | -415.4% | -97.3% |
| All | -91.7% | +817.1% | -908.8% | -67.7% |
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