+316.9%
SPE vs VOO
+817.1%
-500.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +2.2% | +0.1% | +2.2% | +2.2% |
| 3M | -1.0% | +2.0% | -3.0% | -2.2% |
| 6M | -3.0% | +13.0% | -16.0% | -9.6% |
| YTD | -1.1% | +13.6% | -14.6% | -8.1% |
| 1Y | -0.4% | +20.1% | -20.5% | -10.4% |
| 3Y | +61.9% | +77.6% | -15.6% | +16.1% |
| 5Y | +46.5% | +82.4% | -35.9% | +2.1% |
| 10Y | +155.3% | +316.8% | -161.6% | +12.6% |
| All | +316.9% | +817.1% | -500.1% | +29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling