-72.4%
SPDN vs VOO
+311.2%
-383.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.1% |
| 7D | -2.9% | +3.3% | -6.2% | +0.3% |
| 30D | +3.0% | -2.7% | +5.7% | +0.6% |
| 3M | +3.2% | -1.7% | +4.9% | +1.9% |
| 6M | -0.2% | +3.1% | -3.4% | +3.9% |
| YTD | -6.4% | +11.9% | -18.4% | +6.5% |
| 1Y | -5.9% | +12.1% | -17.9% | +7.4% |
| 3Y | -32.4% | +78.6% | -111.0% | +29.0% |
| 5Y | -28.6% | +73.8% | -102.4% | +43.3% |
| All | -72.4% | +311.2% | -383.6% | +57.4% |
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