+25.0%
SPIP vs VOO
+306.9%
-281.9%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.8% |
| 7D | -0.8% | -0.6% | -0.3% | -0.8% |
| 30D | +0.5% | -3.6% | +4.2% | +0.6% |
| 3M | -1.8% | -2.7% | +0.9% | -1.7% |
| 6M | -3.0% | +2.2% | -5.3% | -3.1% |
| YTD | -1.3% | +10.9% | -12.2% | -1.6% |
| 1Y | -1.6% | +11.3% | -13.0% | -1.9% |
| 3Y | +11.4% | +76.9% | -65.5% | +10.1% |
| 5Y | -3.4% | +73.5% | -76.9% | -4.9% |
| 10Y | +25.0% | +307.7% | -282.7% | +26.9% |
| All | +25.0% | +306.9% | -281.9% | +26.9% |
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