+25.4%
SPIP vs VOO
+314.4%
-289.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | +0.6% | -2.3% | +3.0% | +0.7% |
| 3M | -1.7% | -1.2% | -0.6% | -1.7% |
| 6M | -2.8% | +3.3% | -6.1% | -2.9% |
| YTD | -1.2% | +12.3% | -13.5% | -1.5% |
| 1Y | -1.9% | +12.5% | -14.4% | -2.2% |
| 3Y | +11.6% | +79.2% | -67.6% | +10.2% |
| 5Y | -3.3% | +75.7% | -78.9% | -4.8% |
| 10Y | +25.4% | +313.7% | -288.3% | +27.4% |
| All | +25.4% | +314.4% | -289.1% | +27.4% |
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