+64.3%
SPIB vs VOO
+777.9%
-713.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | 0.0% | -2.7% | +2.7% | +0.1% |
| 30D | +1.2% | -5.4% | +6.5% | +1.4% |
| 3M | -0.5% | -4.1% | +3.5% | -0.4% |
| 6M | -0.7% | +0.7% | -1.4% | -0.7% |
| YTD | 0.0% | +8.7% | -8.8% | -0.4% |
| 1Y | +0.7% | +11.0% | -10.2% | +0.3% |
| 3Y | +18.6% | +75.5% | -56.9% | +15.8% |
| 5Y | +8.3% | +68.4% | -60.1% | +5.6% |
| 10Y | +29.7% | +315.7% | -286.0% | +26.3% |
| All | +64.3% | +777.9% | -713.6% | +62.6% |
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