+76.0%
SPD vs VOO
+137.1%
-61.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | -1.0% | -0.6% | -0.4% | -0.5% |
| 30D | -4.9% | -3.6% | -1.2% | -1.9% |
| 3M | -5.8% | -2.7% | -3.1% | -3.6% |
| 6M | -0.7% | +2.2% | -3.0% | -2.3% |
| YTD | +3.7% | +10.9% | -7.2% | -4.4% |
| 1Y | +1.6% | +11.3% | -9.8% | -6.6% |
| 3Y | +56.0% | +76.9% | -21.0% | +1.6% |
| 5Y | +33.4% | +73.5% | -40.1% | -10.6% |
| All | +76.0% | +137.1% | -61.1% | -13.0% |
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