+26.1%
SPRE vs VOO
+123.6%
-97.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | -5.3% | +0.1% | -5.4% | -5.3% |
| 3M | -1.9% | +2.0% | -3.9% | -3.5% |
| 6M | +0.5% | +13.0% | -12.6% | -8.4% |
| YTD | +7.1% | +13.6% | -6.5% | -2.8% |
| 1Y | +10.0% | +20.1% | -10.0% | -4.3% |
| 3Y | +20.8% | +77.6% | -56.7% | -23.3% |
| 5Y | -4.0% | +82.4% | -86.5% | -41.6% |
| All | +26.1% | +123.6% | -97.5% | -33.0% |
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