+76.5%
SPLB vs VOO
+798.5%
-722.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | +0.1% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | +3.4% | -3.3% | +6.7% | +3.7% |
| 3M | -0.9% | -2.4% | +1.5% | -0.7% |
| 6M | -3.2% | +2.6% | -5.8% | -3.4% |
| YTD | -2.5% | +11.3% | -13.7% | -3.4% |
| 1Y | -2.7% | +13.4% | -16.2% | -3.8% |
| 3Y | +16.7% | +80.3% | -63.6% | +11.2% |
| 5Y | -17.2% | +72.7% | -89.9% | -21.4% |
| 10Y | +21.4% | +310.0% | -288.7% | +20.7% |
| All | +76.5% | +798.5% | -722.0% | +101.5% |
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