-35.9%
SPOG vs VOO
+13.3%
-49.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | +1.1% | -0.6% | +1.7% | +1.5% |
| 30D | +26.7% | -3.6% | +30.3% | +28.8% |
| 3M | +29.5% | -2.7% | +32.2% | +30.6% |
| 6M | +80.1% | +2.2% | +77.9% | +72.0% |
| YTD | -20.3% | +10.9% | -31.2% | -32.0% |
| All | -35.9% | +13.3% | -49.1% | -48.4% |
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