+265.8%
SPHD vs VOO
+584.3%
-318.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | -0.2% | +3.3% | -3.4% | -2.5% |
| 30D | +7.3% | -2.7% | +10.0% | +9.3% |
| 3M | +1.7% | -1.7% | +3.4% | +2.7% |
| 6M | +8.5% | +3.1% | +5.4% | +5.3% |
| YTD | +14.4% | +11.9% | +2.5% | +4.0% |
| 1Y | +14.4% | +12.1% | +2.3% | +3.8% |
| 3Y | +54.8% | +78.6% | -23.8% | -4.6% |
| 5Y | +48.2% | +73.8% | -25.6% | -8.0% |
| 10Y | +110.3% | +312.3% | -202.0% | -37.1% |
| All | +265.8% | +584.3% | -318.5% | -25.9% |
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