+260.1%
SPHD vs VOO
+594.3%
-334.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.5% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +0.3% | +0.1% | +0.2% | +0.2% |
| 3M | +6.6% | +2.0% | +4.6% | +4.7% |
| 6M | +3.1% | +13.0% | -9.9% | -6.5% |
| YTD | +12.6% | +13.6% | -0.9% | +1.6% |
| 1Y | +11.1% | +20.1% | -8.9% | -4.2% |
| 3Y | +44.2% | +77.6% | -33.3% | -10.4% |
| 5Y | +43.9% | +82.4% | -38.5% | -14.0% |
| 10Y | +99.9% | +316.8% | -216.9% | -40.5% |
| All | +260.1% | +594.3% | -334.2% | -27.7% |
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