-2.7%
SPRY vs VOO
+78.5%
-81.2%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.6% |
| 7D | +39.4% | +2.6% | +36.9% | +35.5% |
| 30D | -1.0% | -2.0% | +1.0% | +2.3% |
| 3M | -36.2% | -2.8% | -33.5% | -33.4% |
| 6M | -51.4% | +2.2% | -53.6% | -52.2% |
| YTD | -66.6% | +11.5% | -78.1% | -70.3% |
| 1Y | -53.7% | +13.5% | -67.2% | -59.4% |
| 3Y | -2.7% | +78.1% | -80.8% | -49.7% |
| All | -2.7% | +78.5% | -81.2% | -49.7% |
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