+300.9%
SPGP vs VOO
+314.0%
-13.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -1.1% | +0.5% | -1.6% | -1.7% |
| 30D | -4.2% | -0.9% | -3.3% | -3.2% |
| 3M | +2.9% | +3.9% | -1.0% | -1.4% |
| 6M | +10.6% | +14.5% | -4.0% | -4.9% |
| YTD | +8.6% | +13.0% | -4.4% | -5.1% |
| 1Y | +9.6% | +19.4% | -9.8% | -10.0% |
| 3Y | +35.7% | +78.9% | -43.2% | -28.9% |
| 5Y | +41.6% | +82.3% | -40.7% | -27.6% |
| 10Y | +300.9% | +314.2% | -13.3% | -16.5% |
| All | +300.9% | +314.0% | -13.1% | -16.5% |
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