+24.3%
SPRE vs VOO
+120.0%
-95.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -1.9% | -2.0% | +0.1% | -0.5% |
| 30D | -4.7% | -1.7% | -3.1% | -3.6% |
| 3M | -3.4% | +4.7% | -8.1% | -6.7% |
| 6M | +0.2% | +12.6% | -12.3% | -8.3% |
| YTD | +5.5% | +11.8% | -6.2% | -3.1% |
| 1Y | +8.4% | +17.5% | -9.1% | -4.3% |
| 3Y | +21.1% | +77.0% | -55.9% | -23.0% |
| 5Y | -1.6% | +82.6% | -84.2% | -40.1% |
| All | +24.3% | +120.0% | -95.7% | -33.2% |
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