-34.6%
SPOG vs VOO
+13.9%
-48.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.5% |
| 7D | +3.0% | +2.6% | +0.4% | +1.7% |
| 30D | +32.2% | -2.0% | +34.2% | +32.8% |
| 3M | +39.4% | -2.8% | +42.2% | +41.1% |
| 6M | +73.8% | +2.2% | +71.6% | +67.2% |
| YTD | -18.7% | +11.5% | -30.3% | -30.8% |
| All | -34.6% | +13.9% | -48.5% | -47.5% |
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