+37.8%
SPPP vs VOO
+79.1%
-41.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | +3.3% | +0.5% | +2.8% | +3.0% |
| 30D | +4.0% | -0.9% | +4.9% | +4.7% |
| 3M | +10.1% | +3.9% | +6.2% | +7.6% |
| 6M | -12.5% | +14.5% | -27.1% | -18.8% |
| YTD | -12.1% | +13.0% | -25.0% | -17.7% |
| 1Y | +21.3% | +19.4% | +1.9% | +11.2% |
| 3Y | +37.8% | +78.9% | -41.1% | +8.4% |
| All | +37.8% | +79.1% | -41.4% | +8.4% |
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 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