-78.2%
SPIR vs VOO
+72.8%
-151.0%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.5% |
| 7D | +7.5% | -0.6% | +8.1% | +9.0% |
| 30D | -9.0% | -3.6% | -5.3% | -1.2% |
| 3M | -33.4% | -2.7% | -30.6% | -29.1% |
| 6M | -49.4% | +2.2% | -51.7% | -50.5% |
| YTD | +24.7% | +10.9% | +13.8% | +5.8% |
| 1Y | +9.2% | +11.3% | -2.1% | -6.9% |
| 3Y | +103.3% | +76.9% | +26.4% | -24.5% |
| 5Y | -78.2% | +73.5% | -151.7% | -90.7% |
| All | -78.2% | +72.8% | -151.0% | -90.7% |
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 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