-1.6%
SPIP vs VOO
+12.0%
-13.6%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | -0.8% | -0.6% | -0.3% | -0.8% |
| 30D | +0.5% | -3.6% | +4.2% | +0.8% |
| 3M | -1.8% | -2.7% | +0.9% | -1.6% |
| 6M | -3.0% | +2.2% | -5.3% | -3.3% |
| YTD | -1.3% | +10.9% | -12.2% | -2.4% |
| 1Y | -1.6% | +11.3% | -13.0% | -2.7% |
| All | -1.6% | +12.0% | -13.6% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling