+579.0%
SPHB vs VOO
+647.2%
-68.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +1.3% |
| 7D | +1.4% | -0.9% | +2.3% | +3.1% |
| 30D | -8.4% | -2.3% | -6.1% | -4.8% |
| 3M | -6.3% | -1.2% | -5.1% | -4.1% |
| 6M | -2.7% | +3.3% | -6.1% | -5.9% |
| YTD | +18.6% | +12.3% | +6.3% | +2.4% |
| 1Y | +22.7% | +12.5% | +10.2% | +5.9% |
| 3Y | +107.2% | +79.2% | +28.0% | -4.8% |
| 5Y | +77.1% | +75.7% | +1.4% | -14.2% |
| 10Y | +353.9% | +313.7% | +40.2% | -32.1% |
| All | +579.0% | +647.2% | -68.2% | -58.3% |
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