+109.0%
SPG vs VOO
+309.6%
-200.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +2.0% | +2.6% | -0.6% | -0.8% |
| 30D | +17.2% | -2.0% | +19.2% | +19.4% |
| 3M | +6.3% | -2.8% | +9.1% | +9.1% |
| 6M | +18.7% | +2.2% | +16.5% | +14.6% |
| YTD | +30.1% | +11.5% | +18.6% | +13.5% |
| 1Y | +32.8% | +13.5% | +19.3% | +13.5% |
| 3Y | +133.6% | +78.1% | +55.5% | +17.6% |
| 5Y | +84.4% | +73.1% | +11.3% | -3.9% |
| All | +109.0% | +309.6% | -200.7% | -49.8% |
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