-72.9%
SPDN vs VOO
+314.0%
-386.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | -0.1% |
| 7D | -0.5% | +0.5% | -1.0% | +0.1% |
| 30D | +1.4% | -0.9% | +2.4% | +0.5% |
| 3M | -2.4% | +3.9% | -6.3% | +1.8% |
| 6M | -10.4% | +14.5% | -24.9% | +3.6% |
| YTD | -8.1% | +13.0% | -21.1% | +5.0% |
| 1Y | -11.5% | +19.4% | -30.9% | +7.4% |
| 3Y | -32.5% | +78.9% | -111.3% | +28.9% |
| 5Y | -32.8% | +82.3% | -115.0% | +41.1% |
| 10Y | -72.9% | +314.2% | -387.1% | +54.7% |
| All | -72.9% | +314.0% | -386.9% | +54.7% |
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 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