+195.9%
SPMD vs VOO
+477.9%
-281.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.5% |
| 7D | +0.2% | -0.9% | +1.1% | +1.1% |
| 30D | +2.2% | -2.3% | +4.5% | +4.6% |
| 3M | -3.6% | -1.2% | -2.4% | -2.5% |
| 6M | +1.8% | +3.3% | -1.5% | -1.7% |
| YTD | +14.2% | +12.3% | +1.9% | +1.1% |
| 1Y | +15.9% | +12.5% | +3.4% | +2.6% |
| 3Y | +59.8% | +79.2% | -19.4% | -12.5% |
| 5Y | +39.2% | +75.7% | -36.5% | -22.1% |
| 10Y | +178.3% | +313.7% | -135.4% | -32.0% |
| All | +195.9% | +477.9% | -281.9% | -48.2% |
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 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