-93.1%
SPHL vs VOO
+33.7%
-126.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.2% | -3.4% |
| 7D | -8.0% | -0.8% | -7.2% | -8.0% |
| 30D | -16.6% | -1.1% | -15.5% | -16.6% |
| 3M | -37.6% | +3.9% | -41.5% | -37.5% |
| 6M | -25.7% | +13.6% | -39.4% | -32.4% |
| YTD | +11.1% | +12.7% | -1.7% | +3.4% |
| 1Y | -51.2% | +17.6% | -68.8% | -54.9% |
| All | -93.1% | +33.7% | -126.8% | -94.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling