+278.5%
SPE vs VOO
+800.4%
-522.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +0.7% | +2.6% | -1.8% | -0.7% |
| 30D | -1.2% | -2.0% | +0.8% | -0.2% |
| 3M | -9.0% | -2.8% | -6.3% | -7.6% |
| 6M | -11.2% | +2.2% | -13.4% | -12.4% |
| YTD | -10.2% | +11.5% | -21.7% | -15.7% |
| 1Y | -8.1% | +13.5% | -21.6% | -14.6% |
| 3Y | +52.5% | +78.1% | -25.6% | +9.2% |
| 5Y | +30.2% | +73.1% | -42.9% | -6.5% |
| 10Y | +151.8% | +310.7% | -159.0% | +12.0% |
| All | +278.5% | +800.4% | -522.0% | +18.7% |
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 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