-55.5%
SPMC vs VOO
+43.0%
-98.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | -6.8% | -0.6% | -6.2% | -6.2% |
| 30D | -24.9% | -3.6% | -21.3% | -23.1% |
| 3M | -42.8% | -2.7% | -40.0% | -41.7% |
| 6M | -42.2% | +2.2% | -44.4% | -42.8% |
| YTD | -48.7% | +10.9% | -59.6% | -51.5% |
| 1Y | -55.6% | +11.3% | -67.0% | -58.2% |
| All | -55.5% | +43.0% | -98.5% | -63.9% |
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