+103.4%
SPNT vs VOO
+465.4%
-362.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +0.9% | +2.6% | -1.7% | -1.4% |
| 30D | +5.1% | -2.0% | +7.1% | +6.6% |
| 3M | +14.4% | -2.8% | +17.1% | +16.7% |
| 6M | +18.4% | +2.2% | +16.2% | +14.6% |
| YTD | +21.4% | +11.5% | +9.9% | +7.9% |
| 1Y | +32.4% | +13.5% | +18.9% | +15.7% |
| 3Y | +155.0% | +78.1% | +76.9% | +42.1% |
| 5Y | +194.2% | +73.1% | +121.1% | +66.2% |
| 10Y | +110.0% | +310.7% | -200.7% | -49.1% |
| All | +103.4% | +465.4% | -362.0% | -61.8% |
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 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