+63.7%
SPG vs VOO
+315.3%
-251.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.9% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | -6.3% | -1.4% | -4.9% | -4.9% |
| 3M | -2.4% | +3.7% | -6.2% | -6.7% |
| 6M | +9.6% | +13.0% | -3.4% | -5.1% |
| YTD | +14.2% | +12.4% | +1.8% | -0.7% |
| 1Y | +19.3% | +18.6% | +0.7% | -2.7% |
| 3Y | +106.7% | +78.1% | +28.7% | +4.8% |
| 5Y | +104.2% | +82.3% | +21.9% | +0.7% |
| 10Y | +63.7% | +322.5% | -258.8% | -61.7% |
| All | +63.7% | +315.3% | -251.6% | -61.7% |
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 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