+122.2%
SPOK vs VOO
+806.9%
-684.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.1% |
| 7D | -1.9% | -0.9% | -1.0% | -1.3% |
| 30D | +10.2% | -2.3% | +12.6% | +11.9% |
| 3M | +6.5% | -1.2% | +7.7% | +7.1% |
| 6M | +17.7% | +3.3% | +14.4% | +14.4% |
| YTD | -2.3% | +12.3% | -14.6% | -10.8% |
| 1Y | -4.7% | +12.5% | -17.2% | -13.1% |
| 3Y | -5.1% | +79.2% | -84.2% | -38.8% |
| 5Y | +84.9% | +75.7% | +9.2% | +18.6% |
| 10Y | +33.5% | +313.7% | -280.2% | -59.9% |
| All | +122.2% | +806.9% | -684.7% | -73.5% |
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 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