+97.9%
SPHY vs VOO
+623.2%
-525.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | -0.1% | -0.4% | +0.2% | 0.0% |
| 30D | 0.0% | -1.4% | +1.4% | +0.4% |
| 3M | +0.9% | +3.7% | -2.8% | -0.1% |
| 6M | +2.0% | +13.0% | -11.0% | -1.2% |
| YTD | +2.3% | +12.4% | -10.1% | -0.8% |
| 1Y | +4.3% | +18.6% | -14.3% | -0.4% |
| 3Y | +27.8% | +78.1% | -50.2% | +9.4% |
| 5Y | +22.5% | +82.3% | -59.8% | +3.3% |
| 10Y | +59.4% | +322.5% | -263.1% | +15.8% |
| All | +97.9% | +623.2% | -525.3% | +38.6% |
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