+252.8%
SPOT vs VOO
+236.8%
+16.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.1% |
| 7D | -3.1% | -0.8% | -2.3% | -2.3% |
| 30D | +7.4% | -1.1% | +8.5% | +8.6% |
| 3M | +8.2% | +3.9% | +4.3% | +3.4% |
| 6M | +2.2% | +13.6% | -11.4% | -11.7% |
| YTD | -9.5% | +12.7% | -22.2% | -21.2% |
| 1Y | -23.8% | +17.6% | -41.4% | -36.9% |
| 3Y | +233.5% | +77.3% | +156.2% | +76.6% |
| 5Y | +112.2% | +84.1% | +28.1% | +11.5% |
| All | +252.8% | +236.8% | +16.1% | +18.7% |
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