+92.5%
SPRX vs VOO
+78.5%
+14.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.3% |
| 7D | +10.7% | +2.6% | +8.1% | +4.8% |
| 30D | -20.8% | -2.0% | -18.8% | -15.5% |
| 3M | -31.9% | -2.8% | -29.1% | -25.6% |
| 6M | -31.3% | +2.2% | -33.4% | -31.3% |
| YTD | -12.3% | +11.5% | -23.8% | -26.0% |
| 1Y | -9.4% | +13.5% | -22.9% | -25.9% |
| 3Y | +92.5% | +78.1% | +14.5% | -28.8% |
| All | +92.5% | +78.5% | +14.1% | -28.8% |
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