+246.9%
SPHR vs VOO
+199.2%
+47.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.4% |
| 7D | -0.8% | -2.0% | +1.2% | +1.6% |
| 30D | -12.6% | -1.7% | -11.0% | -10.8% |
| 3M | -0.1% | +4.7% | -4.9% | -5.2% |
| 6M | +23.2% | +12.6% | +10.7% | +7.9% |
| YTD | +49.2% | +11.8% | +37.4% | +31.2% |
| 1Y | +159.6% | +17.5% | +142.1% | +115.6% |
| 3Y | +305.6% | +77.0% | +228.6% | +125.1% |
| 5Y | +288.3% | +82.6% | +205.7% | +110.0% |
| All | +246.9% | +199.2% | +47.8% | +44.8% |
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