+193.6%
SPMD vs VOO
+470.5%
-276.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | 0.0% |
| 7D | 0.0% | -0.6% | +0.6% | +0.6% |
| 30D | +1.0% | -3.6% | +4.6% | +4.8% |
| 3M | -4.1% | -2.7% | -1.4% | -1.4% |
| 6M | +0.8% | +2.2% | -1.5% | -1.7% |
| YTD | +13.3% | +10.9% | +2.4% | +1.7% |
| 1Y | +15.0% | +11.3% | +3.6% | +2.8% |
| 3Y | +58.5% | +76.9% | -18.4% | -12.0% |
| 5Y | +38.9% | +73.5% | -34.7% | -21.3% |
| 10Y | +180.2% | +307.7% | -127.5% | -30.5% |
| All | +193.6% | +470.5% | -276.9% | -47.9% |
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