-92.8%
SPHL vs VOO
+32.6%
-125.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.8% |
| 7D | -3.6% | -2.0% | -1.6% | -3.6% |
| 30D | -14.3% | -1.7% | -12.7% | -14.3% |
| 3M | -39.0% | +4.7% | -43.8% | -38.9% |
| 6M | -22.9% | +12.6% | -35.5% | -29.8% |
| YTD | +14.9% | +11.8% | +3.1% | +6.9% |
| 1Y | -54.4% | +17.5% | -71.9% | -57.9% |
| All | -92.8% | +32.6% | -125.4% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling