+27.4%
SPH vs VOO
+321.7%
-294.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -0.7% | -2.0% | +1.2% | +0.4% |
| 30D | -0.7% | -1.7% | +0.9% | +0.2% |
| 3M | -7.5% | +4.7% | -12.2% | -10.1% |
| 6M | -12.3% | +12.6% | -24.8% | -18.5% |
| YTD | -1.4% | +11.8% | -13.2% | -8.2% |
| 1Y | +1.3% | +17.5% | -16.2% | -8.6% |
| 3Y | +47.5% | +77.0% | -29.5% | +2.3% |
| 5Y | +65.4% | +82.6% | -17.2% | +10.4% |
| All | +27.4% | +321.7% | -294.3% | -51.5% |
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