+152.5%
SPE vs VOO
+311.2%
-158.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | +1.4% | +3.3% | -1.9% | -0.6% |
| 30D | -2.2% | -2.7% | +0.4% | -0.7% |
| 3M | -8.2% | -1.7% | -6.4% | -7.2% |
| 6M | -10.7% | +3.1% | -13.9% | -12.6% |
| YTD | -9.7% | +11.9% | -21.6% | -15.9% |
| 1Y | -8.5% | +12.1% | -20.6% | -14.9% |
| 3Y | +53.4% | +78.6% | -25.2% | +6.2% |
| 5Y | +31.0% | +73.8% | -42.8% | -8.8% |
| All | +152.5% | +311.2% | -158.7% | -2.5% |
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