+29.7%
SPIT vs VOO
+15.0%
+14.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +1.5% |
| 7D | +2.1% | +0.5% | +1.5% | +1.2% |
| 30D | -6.4% | -0.9% | -5.5% | -5.0% |
| 3M | +0.5% | +3.9% | -3.4% | -5.4% |
| 6M | +19.5% | +14.5% | +5.0% | -3.3% |
| YTD | +23.3% | +13.0% | +10.4% | +1.9% |
| All | +29.7% | +15.0% | +14.7% | +4.6% |
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 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