-18.5%
SPGI vs VOO
+18.9%
-37.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | +2.0% | -1.4% | +3.4% | +2.5% |
| 3M | +4.3% | +3.7% | +0.6% | +3.2% |
| 6M | -0.2% | +13.0% | -13.3% | -5.8% |
| YTD | -14.8% | +12.4% | -27.2% | -18.7% |
| 1Y | -18.5% | +18.6% | -37.1% | -23.9% |
| All | -18.5% | +18.9% | -37.4% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling