+33.0%
SPMB vs VOO
+817.1%
-784.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.4% | +0.1% | -0.5% | -0.4% |
| 3M | -0.6% | +2.0% | -2.6% | -0.7% |
| 6M | -1.4% | +13.0% | -14.5% | -2.2% |
| YTD | +0.1% | +13.6% | -13.5% | -0.8% |
| 1Y | +2.4% | +20.1% | -17.7% | +1.2% |
| 3Y | +14.7% | +77.6% | -62.9% | +10.3% |
| 5Y | +0.6% | +82.4% | -81.8% | -3.7% |
| 10Y | +11.7% | +316.8% | -305.2% | +4.2% |
| All | +33.0% | +817.1% | -784.1% | +27.4% |
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 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