+628.7%
SPHB vs VOO
+655.6%
-26.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +2.0% |
| 7D | +1.5% | +0.1% | +1.4% | +1.3% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | -2.2% | +2.0% | -4.2% | -4.3% |
| 6M | +21.7% | +13.0% | +8.7% | +3.3% |
| YTD | +27.3% | +13.6% | +13.7% | +7.5% |
| 1Y | +42.4% | +20.1% | +22.3% | +11.6% |
| 3Y | +98.6% | +77.6% | +21.1% | -8.1% |
| 5Y | +106.0% | +82.4% | +23.6% | -5.9% |
| 10Y | +416.1% | +316.8% | +99.3% | -24.0% |
| All | +628.7% | +655.6% | -26.9% | -56.2% |
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