+15.0%
SPKL vs VOO
+74.2%
-59.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | 0.0% | -0.8% | +0.7% | 0.0% |
| 30D | -0.3% | -1.1% | +0.7% | -0.2% |
| 3M | -9.1% | +3.9% | -13.0% | -9.4% |
| 6M | +2.0% | +13.6% | -11.6% | +1.5% |
| YTD | +1.3% | +12.7% | -11.4% | +0.8% |
| 1Y | +5.8% | +17.6% | -11.8% | +5.2% |
| All | +15.0% | +74.2% | -59.2% | +14.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling