+95.2%
SPPP vs VOO
+321.7%
-226.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.9% |
| 7D | -5.6% | -2.0% | -3.6% | -4.6% |
| 30D | +1.1% | -1.7% | +2.8% | +2.0% |
| 3M | +9.7% | +4.7% | +4.9% | +7.3% |
| 6M | -17.5% | +12.6% | -30.0% | -21.8% |
| YTD | -15.0% | +11.8% | -26.8% | -19.0% |
| 1Y | +16.0% | +17.5% | -1.6% | +8.0% |
| 3Y | +33.1% | +77.0% | -43.9% | +1.9% |
| 5Y | -8.1% | +82.6% | -90.7% | -31.7% |
| All | +95.2% | +321.7% | -226.5% | -7.4% |
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 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