+118.1%
SPOK vs VOO
+803.9%
-685.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.6% |
| 7D | -1.1% | +3.3% | -4.4% | -3.3% |
| 30D | +7.3% | -2.7% | +10.0% | +9.1% |
| 3M | +8.9% | -1.7% | +10.7% | +10.0% |
| 6M | +14.6% | +3.1% | +11.5% | +11.6% |
| YTD | -4.1% | +11.9% | -16.0% | -12.2% |
| 1Y | -7.1% | +12.1% | -19.2% | -15.1% |
| 3Y | -6.8% | +78.6% | -85.4% | -39.8% |
| 5Y | +83.4% | +73.8% | +9.6% | +18.6% |
| 10Y | +31.0% | +312.3% | -281.3% | -60.5% |
| All | +118.1% | +803.9% | -685.8% | -73.9% |
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