+266.0%
SPHD vs VOO
+580.2%
-314.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.7% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +8.5% | -3.3% | +11.8% | +11.0% |
| 3M | +1.5% | -2.4% | +3.9% | +3.0% |
| 6M | +9.0% | +2.6% | +6.4% | +6.2% |
| YTD | +14.5% | +11.3% | +3.2% | +4.6% |
| 1Y | +16.0% | +13.4% | +2.5% | +4.3% |
| 3Y | +56.0% | +80.3% | -24.2% | -4.7% |
| 5Y | +49.0% | +72.7% | -23.7% | -7.1% |
| 10Y | +110.1% | +310.0% | -199.9% | -36.9% |
| All | +266.0% | +580.2% | -314.2% | -25.5% |
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 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