+371.1%
SPGM vs VOO
+615.1%
-244.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -1.9% | -2.0% | +0.1% | -0.2% |
| 30D | -1.4% | -1.7% | +0.2% | 0.0% |
| 3M | +4.8% | +4.7% | 0.0% | +0.7% |
| 6M | +11.5% | +12.6% | -1.1% | +0.9% |
| YTD | +13.7% | +11.8% | +1.9% | +3.5% |
| 1Y | +20.5% | +17.5% | +3.0% | +5.2% |
| 3Y | +76.6% | +77.0% | -0.4% | +8.8% |
| 5Y | +69.4% | +82.6% | -13.2% | +1.5% |
| 10Y | +227.2% | +320.0% | -92.8% | +4.3% |
| All | +371.1% | +615.1% | -244.0% | +14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling