+59.5%
SPD vs VOO
+78.4%
-19.0%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.3% | -0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -4.2% | -3.3% | -0.9% | -1.0% |
| 3M | -5.6% | -2.4% | -3.2% | -3.3% |
| 6M | -0.1% | +2.6% | -2.7% | -2.4% |
| YTD | +4.4% | +11.3% | -6.9% | -5.5% |
| 1Y | +4.4% | +13.4% | -9.1% | -7.3% |
| 3Y | +59.5% | +80.3% | -20.8% | -9.1% |
| All | +59.5% | +78.4% | -19.0% | -9.1% |
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