+51.4%
SPIP vs VOO
+775.2%
-723.9%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.1% |
| 7D | -0.4% | -4.7% | +4.3% | -0.5% |
| 30D | +1.8% | -5.9% | +7.7% | +1.8% |
| 3M | -1.0% | -4.5% | +3.5% | -1.1% |
| 6M | -1.8% | +1.9% | -3.7% | -1.8% |
| YTD | -0.4% | +8.4% | -8.8% | -0.2% |
| 1Y | -0.4% | +9.5% | -9.8% | -0.2% |
| 3Y | +11.8% | +75.3% | -63.4% | +13.3% |
| 5Y | -1.9% | +67.9% | -69.7% | -1.0% |
| 10Y | +24.6% | +314.4% | -289.9% | +35.5% |
| All | +51.4% | +775.2% | -723.9% | +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