+123.5%
SPDV vs VOO
+231.8%
-108.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | -2.8% | -2.0% | -0.8% | -1.1% |
| 30D | -0.1% | -1.7% | +1.5% | +1.3% |
| 3M | +6.0% | +4.7% | +1.3% | +1.7% |
| 6M | +11.9% | +12.6% | -0.6% | +0.5% |
| YTD | +20.5% | +11.8% | +8.7% | +8.8% |
| 1Y | +22.1% | +17.5% | +4.5% | +5.4% |
| 3Y | +62.5% | +77.0% | -14.4% | -3.4% |
| 5Y | +66.2% | +82.6% | -16.4% | -5.1% |
| All | +123.5% | +231.8% | -108.3% | -26.7% |
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