-96.8%
SPRU vs VOO
+82.8%
-179.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -4.5% |
| 7D | -7.9% | -0.8% | -7.1% | -7.1% |
| 30D | -22.6% | -1.1% | -21.6% | -21.8% |
| 3M | -43.1% | +3.9% | -46.9% | -45.6% |
| 6M | -60.5% | +13.6% | -74.1% | -66.0% |
| YTD | -67.8% | +12.7% | -80.5% | -72.1% |
| 1Y | -1.8% | +17.6% | -19.4% | -19.4% |
| 3Y | -74.1% | +77.3% | -151.4% | -88.0% |
| All | -96.8% | +82.8% | -179.6% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling