+15.2%
SPLB vs VOO
+314.0%
-298.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | +0.3% | +0.5% | -0.2% | +0.2% |
| 30D | -0.6% | -0.9% | +0.3% | -0.4% |
| 3M | -2.3% | +3.9% | -6.2% | -3.1% |
| 6M | -2.9% | +14.5% | -17.5% | -5.5% |
| YTD | -2.2% | +13.0% | -15.1% | -4.5% |
| 1Y | -2.8% | +19.4% | -22.2% | -6.1% |
| 3Y | +12.4% | +78.9% | -66.5% | +0.2% |
| 5Y | -15.5% | +82.3% | -97.7% | -25.5% |
| 10Y | +15.2% | +314.2% | -299.0% | -5.8% |
| All | +15.2% | +314.0% | -298.8% | -5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling