-51.9%
SPMC vs VOO
+44.3%
-96.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.3% | +6.1% |
| 7D | +13.6% | +3.3% | +10.4% | +11.4% |
| 30D | -13.6% | -2.7% | -10.9% | -12.1% |
| 3M | -32.6% | -1.7% | -30.8% | -31.7% |
| 6M | -38.4% | +3.1% | -41.6% | -39.4% |
| YTD | -44.5% | +11.9% | -56.4% | -47.9% |
| 1Y | -52.7% | +12.1% | -64.8% | -55.6% |
| All | -51.9% | +44.3% | -96.2% | -61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling