+51.4%
SPIP vs VOO
+777.9%
-726.5%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.7% | -2.7% | +2.0% | -0.7% |
| 30D | +1.8% | -5.4% | +7.2% | +1.7% |
| 3M | -0.9% | -4.1% | +3.2% | -0.9% |
| 6M | -2.0% | +0.7% | -2.7% | -2.0% |
| YTD | -0.4% | +8.7% | -9.1% | -0.2% |
| 1Y | -0.7% | +11.0% | -11.7% | -0.5% |
| 3Y | +12.1% | +75.5% | -63.4% | +13.5% |
| 5Y | -1.9% | +68.4% | -70.2% | -1.0% |
| 10Y | +24.6% | +315.7% | -291.1% | +35.5% |
| All | +51.4% | +777.9% | -726.5% | +78.6% |
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