+87.4%
SPNT vs VOO
+475.9%
-388.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.1% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +3.7% | +0.1% | +3.6% | +3.6% |
| 3M | +16.4% | +2.0% | +14.4% | +13.5% |
| 6M | +15.3% | +13.0% | +2.2% | +1.9% |
| YTD | +11.8% | +13.6% | -1.8% | -1.7% |
| 1Y | +29.9% | +20.1% | +9.8% | +8.1% |
| 3Y | +124.0% | +77.6% | +46.4% | +25.9% |
| 5Y | +159.0% | +82.4% | +76.6% | +39.5% |
| 10Y | +91.8% | +316.8% | -225.0% | -53.8% |
| All | +87.4% | +475.9% | -388.5% | -65.2% |
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