+145.2%
SPSC vs VOO
+325.3%
-180.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.8% | +6.2% | +6.2% |
| 7D | -0.4% | -0.8% | +0.4% | +0.5% |
| 30D | +8.2% | -1.1% | +9.3% | +9.6% |
| 3M | +50.5% | +3.9% | +46.7% | +44.3% |
| 6M | +31.3% | +13.6% | +17.7% | +13.7% |
| YTD | -7.2% | +12.7% | -19.9% | -18.9% |
| 1Y | -26.4% | +17.6% | -44.0% | -38.7% |
| 3Y | -53.5% | +77.3% | -130.8% | -74.8% |
| 5Y | -40.3% | +84.1% | -124.4% | -68.3% |
| All | +145.2% | +325.3% | -180.1% | -41.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling