+50.9%
SPH vs VOO
+309.6%
-258.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +1.3% | +2.6% | -1.2% | -0.1% |
| 30D | +4.3% | -2.0% | +6.3% | +5.3% |
| 3M | +1.1% | -2.8% | +3.9% | +2.5% |
| 6M | -7.9% | +2.2% | -10.1% | -9.5% |
| YTD | +0.7% | +11.5% | -10.8% | -6.3% |
| 1Y | -1.9% | +13.5% | -15.4% | -9.7% |
| 3Y | +24.1% | +78.1% | -54.0% | -14.3% |
| 5Y | +63.2% | +73.1% | -9.9% | +13.1% |
| All | +50.9% | +309.6% | -258.8% | -45.5% |
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