+122.6%
SPRX vs VOO
+88.0%
+34.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.9% |
| 7D | +0.3% | +0.1% | +0.2% | 0.0% |
| 30D | -5.1% | +0.1% | -5.2% | -5.2% |
| 3M | -22.6% | +2.0% | -24.6% | -24.1% |
| 6M | +13.1% | +13.0% | 0.0% | -7.9% |
| YTD | +15.5% | +13.6% | +1.9% | -6.3% |
| 1Y | +29.6% | +20.1% | +9.5% | -4.1% |
| 3Y | +138.4% | +77.6% | +60.9% | -7.7% |
| 5Y | +107.9% | +82.4% | +25.5% | -20.1% |
| All | +122.6% | +88.0% | +34.7% | -18.6% |
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