+196.9%
SPNT vs VOO
+72.6%
+124.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +0.9% | +2.6% | -1.7% | -0.7% |
| 30D | +5.1% | -2.0% | +7.1% | +6.2% |
| 3M | +14.4% | -2.8% | +17.1% | +16.1% |
| 6M | +18.4% | +2.2% | +16.2% | +15.7% |
| YTD | +21.4% | +11.5% | +9.9% | +11.3% |
| 1Y | +32.4% | +13.5% | +18.9% | +19.9% |
| 3Y | +155.0% | +78.1% | +76.9% | +63.6% |
| All | +196.9% | +72.6% | +124.3% | +87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling