+260.0%
SPHR vs VOO
+79.1%
+180.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.7% |
| 7D | +10.1% | +3.3% | +6.8% | +4.9% |
| 30D | +20.7% | -2.7% | +23.4% | +25.4% |
| 3M | -29.4% | -1.7% | -27.6% | -27.9% |
| 6M | -9.0% | +3.1% | -12.2% | -14.1% |
| YTD | +30.1% | +11.9% | +18.1% | +7.5% |
| 1Y | +54.4% | +12.1% | +42.3% | +27.5% |
| All | +260.0% | +79.1% | +180.9% | +38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling