+53.0%
SPIP vs VOO
+817.1%
-764.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | -0.8% | +2.0% | -2.9% | -0.8% |
| 6M | -0.5% | +13.0% | -13.5% | -0.3% |
| YTD | +0.6% | +13.6% | -12.9% | +0.9% |
| 1Y | +0.9% | +20.1% | -19.2% | +1.2% |
| 3Y | +12.6% | +77.6% | -65.0% | +14.0% |
| 5Y | +0.5% | +82.4% | -82.0% | +1.6% |
| 10Y | +26.2% | +316.8% | -290.7% | +36.8% |
| All | +53.0% | +817.1% | -764.1% | +80.6% |
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