-86.5%
SPIR vs VOO
+82.3%
-168.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.4% |
| 7D | +1.0% | +0.5% | +0.5% | -0.1% |
| 30D | -15.3% | -0.9% | -14.3% | -13.8% |
| 3M | -28.7% | +3.9% | -32.6% | -33.1% |
| 6M | +27.1% | +14.5% | +12.6% | +0.8% |
| YTD | +61.9% | +13.0% | +48.9% | +32.8% |
| 1Y | +35.5% | +19.4% | +16.1% | +3.2% |
| 3Y | +124.8% | +78.9% | +45.9% | -12.9% |
| 5Y | -86.5% | +82.3% | -168.8% | -94.5% |
| All | -86.5% | +82.3% | -168.8% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling