-51.2%
SPCL vs VOO
+11.9%
-63.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.3% | +2.3% | +20.9% | +7.8% |
| 7D | +11.6% | +0.1% | +11.5% | +12.9% |
| 30D | -36.9% | -3.3% | -33.6% | -16.3% |
| 3M | -56.9% | -2.4% | -54.5% | -45.5% |
| 6M | -56.4% | +2.6% | -59.0% | -55.8% |
| All | -51.2% | +11.9% | -63.0% | -65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling