+677.7%
SPGP vs VOO
+681.2%
-3.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | -0.5% |
| 7D | +2.3% | +0.1% | +2.3% | +2.2% |
| 30D | +4.1% | -3.3% | +7.4% | +7.5% |
| 3M | -0.7% | -2.4% | +1.7% | +1.6% |
| 6M | +8.9% | +2.6% | +6.3% | +5.8% |
| YTD | +12.6% | +11.3% | +1.3% | +1.0% |
| 1Y | +15.4% | +13.4% | +1.9% | +1.5% |
| 3Y | +48.4% | +80.3% | -31.8% | -17.3% |
| 5Y | +43.7% | +72.7% | -29.1% | -16.6% |
| 10Y | +317.7% | +310.0% | +7.6% | +15.0% |
| All | +677.7% | +681.2% | -3.5% | +50.4% |
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