-73.1%
SPRU vs VOO
+75.9%
-149.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -4.0% | -2.0% | -2.0% | -2.4% |
| 30D | -18.7% | -1.7% | -17.0% | -17.7% |
| 3M | -42.4% | +4.7% | -47.1% | -44.4% |
| 6M | -58.9% | +12.6% | -71.5% | -62.4% |
| YTD | -66.6% | +11.8% | -78.4% | -69.2% |
| 1Y | +5.6% | +17.5% | -12.0% | -6.8% |
| All | -73.1% | +75.9% | -149.0% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling