+91.2%
SPNT vs VOO
+325.3%
-234.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.4% |
| 7D | -1.1% | -0.8% | -0.4% | -0.5% |
| 30D | +5.7% | -1.1% | +6.7% | +6.7% |
| 3M | +2.2% | +3.9% | -1.7% | -1.8% |
| 6M | +18.8% | +13.6% | +5.2% | +4.5% |
| YTD | +10.6% | +12.7% | -2.2% | -2.2% |
| 1Y | +26.3% | +17.6% | +8.7% | +7.1% |
| 3Y | +131.4% | +77.3% | +54.0% | +29.5% |
| 5Y | +173.1% | +84.1% | +89.0% | +44.4% |
| All | +91.2% | +325.3% | -234.1% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling