-24.4%
SPPP vs VOO
+72.8%
-97.2%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | +9.4% | -0.6% | +10.0% | +9.6% |
| 30D | -8.6% | -3.6% | -5.0% | -7.0% |
| 3M | -15.8% | -2.7% | -13.1% | -14.6% |
| 6M | -25.2% | +2.2% | -27.4% | -25.7% |
| YTD | -28.8% | +10.9% | -39.7% | -31.6% |
| 1Y | -14.4% | +11.3% | -25.7% | -17.9% |
| 3Y | +27.0% | +76.9% | -49.9% | +4.0% |
| 5Y | -24.4% | +73.5% | -97.9% | -41.1% |
| All | -24.4% | +72.8% | -97.2% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling