-84.6%
SPIR vs VOO
+150.6%
-235.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.5% |
| 7D | -9.0% | +0.1% | -9.1% | -9.2% |
| 30D | -7.1% | +0.1% | -7.2% | -7.3% |
| 3M | -40.2% | +2.0% | -42.2% | -41.5% |
| 6M | +29.9% | +13.0% | +16.9% | +7.4% |
| YTD | +59.7% | +13.6% | +46.2% | +32.0% |
| 1Y | +36.8% | +20.1% | +16.7% | +5.7% |
| 3Y | +118.6% | +77.6% | +41.1% | -5.1% |
| 5Y | -87.4% | +82.4% | -169.8% | -94.6% |
| All | -84.6% | +150.6% | -235.2% | -93.5% |
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 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