+52.1%
SPPP vs VOO
+573.6%
-521.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +6.4% | +0.1% | +6.4% | +6.4% |
| 3M | +3.3% | +2.0% | +1.3% | +2.5% |
| 6M | -13.6% | +13.0% | -26.6% | -18.1% |
| YTD | -10.6% | +13.6% | -24.2% | -15.3% |
| 1Y | +23.3% | +20.1% | +3.3% | +14.0% |
| 3Y | +35.2% | +77.6% | -42.4% | +4.1% |
| 5Y | -11.5% | +82.4% | -94.0% | -33.6% |
| 10Y | +106.6% | +316.8% | -210.3% | +6.3% |
| All | +52.1% | +573.6% | -521.5% | -39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling