-23.2%
SPRY vs VOO
+80.9%
-104.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.4% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | +4.9% | +0.1% | +4.8% | +4.9% |
| 3M | -38.0% | +2.0% | -40.1% | -39.6% |
| 6M | -37.8% | +13.0% | -50.9% | -46.2% |
| YTD | -51.8% | +13.6% | -65.3% | -58.4% |
| 1Y | -47.4% | +20.1% | -67.5% | -56.9% |
| All | -23.2% | +80.9% | -104.1% | -62.9% |
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