+18.9%
SPRE vs VOO
+120.4%
-101.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +0.8% | +3.3% | -2.5% | -1.5% |
| 30D | +3.1% | -2.7% | +5.7% | +4.9% |
| 3M | -9.6% | -1.7% | -7.8% | -8.6% |
| 6M | -8.5% | +3.1% | -11.7% | -10.9% |
| YTD | +1.0% | +11.9% | -11.0% | -7.6% |
| 1Y | +2.1% | +12.1% | -10.0% | -6.7% |
| 3Y | +25.0% | +78.6% | -53.6% | -21.3% |
| 5Y | -9.1% | +73.8% | -82.9% | -43.1% |
| All | +18.9% | +120.4% | -101.4% | -36.3% |
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 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