+153.0%
SPE vs VOO
+321.7%
-168.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -1.8% | -2.0% | +0.1% | -0.6% |
| 30D | -0.8% | -1.7% | +0.9% | +0.3% |
| 3M | 0.0% | +4.7% | -4.7% | -2.8% |
| 6M | -0.3% | +12.6% | -12.9% | -7.4% |
| YTD | -2.8% | +11.8% | -14.6% | -9.4% |
| 1Y | -2.8% | +17.5% | -20.4% | -12.2% |
| 3Y | +62.0% | +77.0% | -15.0% | +12.8% |
| 5Y | +45.4% | +82.6% | -37.2% | -2.2% |
| All | +153.0% | +321.7% | -168.7% | -1.8% |
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