-87.4%
SPRY vs VOO
+123.1%
-210.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +2.3% | +10.6% | +10.3% |
| 7D | +3.3% | +0.1% | +3.2% | +3.9% |
| 30D | -25.5% | -3.3% | -22.2% | -22.2% |
| 3M | -48.9% | -2.4% | -46.5% | -47.0% |
| 6M | -64.0% | +2.6% | -66.6% | -64.7% |
| YTD | -73.0% | +11.3% | -84.2% | -75.7% |
| 1Y | -64.4% | +13.4% | -77.9% | -68.3% |
| 3Y | -8.2% | +80.3% | -88.4% | -48.4% |
| 5Y | -62.5% | +72.7% | -135.2% | -76.6% |
| All | -87.4% | +123.1% | -210.5% | -94.4% |
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