+115.9%
SPG vs VOO
+314.4%
-198.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.3% |
| 7D | +2.7% | -0.9% | +3.6% | +3.5% |
| 30D | +16.6% | -2.3% | +18.9% | +19.2% |
| 3M | +8.1% | -1.2% | +9.2% | +9.0% |
| 6M | +19.3% | +3.3% | +16.0% | +13.8% |
| YTD | +31.1% | +12.3% | +18.8% | +13.5% |
| 1Y | +32.8% | +12.5% | +20.3% | +14.6% |
| 3Y | +135.8% | +79.2% | +56.6% | +17.9% |
| 5Y | +85.1% | +75.7% | +9.4% | -5.1% |
| 10Y | +115.9% | +313.7% | -197.7% | -47.8% |
| All | +115.9% | +314.4% | -198.5% | -47.8% |
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