+27.0%
SPPP vs VOO
+78.8%
-51.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.3% |
| 7D | +9.4% | -0.6% | +10.0% | +9.6% |
| 30D | -8.6% | -3.6% | -5.0% | -6.3% |
| 3M | -15.8% | -2.7% | -13.1% | -14.2% |
| 6M | -25.2% | +2.2% | -27.4% | -26.0% |
| YTD | -28.8% | +10.9% | -39.7% | -32.7% |
| 1Y | -14.4% | +11.3% | -25.7% | -19.2% |
| 3Y | +27.0% | +76.9% | -49.9% | -8.3% |
| All | +27.0% | +78.8% | -51.8% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling