-36.5%
SPOG vs VOO
+11.0%
-47.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.2% |
| 7D | +2.1% | -2.7% | +4.8% | +3.5% |
| 30D | +34.1% | -5.4% | +39.5% | +37.4% |
| 3M | +47.4% | -4.1% | +51.5% | +49.3% |
| 6M | +71.5% | +0.7% | +70.7% | +63.8% |
| YTD | -21.1% | +8.7% | -29.8% | -32.0% |
| All | -36.5% | +11.0% | -47.5% | -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 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