+26.2%
SPIP vs VOO
+309.6%
-283.5%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -1.6% | +2.6% | -4.1% | -1.6% |
| 30D | 0.0% | -2.0% | +1.9% | 0.0% |
| 3M | -2.2% | -2.8% | +0.6% | -2.1% |
| 6M | -2.9% | +2.2% | -5.1% | -2.9% |
| YTD | -1.5% | +11.5% | -13.0% | -1.7% |
| 1Y | -1.7% | +13.5% | -15.2% | -2.0% |
| 3Y | +11.4% | +78.1% | -66.7% | +10.0% |
| 5Y | -3.5% | +73.1% | -76.7% | -5.1% |
| All | +26.2% | +309.6% | -283.5% | +28.7% |
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