+60.1%
SPEM vs VOO
+79.7%
-19.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.3% |
| 7D | +1.3% | -0.9% | +2.2% | +2.0% |
| 30D | -4.4% | -2.3% | -2.0% | -2.6% |
| 3M | -4.4% | -1.2% | -3.2% | -3.5% |
| 6M | -4.1% | +3.3% | -7.5% | -6.3% |
| YTD | +7.5% | +12.3% | -4.8% | -1.1% |
| 1Y | +6.9% | +12.5% | -5.6% | -1.7% |
| All | +60.1% | +79.7% | -19.6% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling