-97.8%
SPRU vs VOO
+191.9%
-289.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.6% |
| 7D | -1.7% | -0.4% | -1.4% | -1.5% |
| 30D | -23.0% | -1.4% | -21.6% | -22.3% |
| 3M | -43.0% | +3.7% | -46.7% | -44.4% |
| 6M | -52.9% | +13.0% | -65.9% | -56.6% |
| YTD | -66.4% | +12.4% | -78.8% | -68.9% |
| 1Y | +7.5% | +18.6% | -11.0% | -4.2% |
| 3Y | -72.9% | +78.1% | -151.0% | -81.6% |
| 5Y | -96.7% | +82.3% | -179.0% | -97.8% |
| All | -97.8% | +191.9% | -289.7% | -98.6% |
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