-92.8%
SPCB vs VOO
+798.5%
-891.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +2.1% |
| 7D | -10.6% | +0.1% | -10.7% | -10.6% |
| 30D | -6.4% | -3.3% | -3.1% | -6.4% |
| 3M | -25.2% | -2.4% | -22.8% | -25.2% |
| 6M | -25.3% | +2.6% | -27.9% | -25.2% |
| YTD | -5.7% | +11.3% | -17.0% | -5.4% |
| 1Y | -21.3% | +13.4% | -34.8% | -20.9% |
| 3Y | +21.9% | +80.3% | -58.4% | +29.1% |
| 5Y | -95.2% | +72.7% | -167.9% | -95.1% |
| 10Y | -98.4% | +310.0% | -408.5% | -97.0% |
| All | -92.8% | +798.5% | -891.3% | -72.2% |
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