-43.0%
SPSC vs VOO
+81.6%
-124.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | -5.5% | -0.4% | -5.1% | -5.1% |
| 30D | +4.7% | -1.4% | +6.1% | +6.6% |
| 3M | +42.2% | +3.7% | +38.5% | +35.6% |
| 6M | +25.9% | +13.0% | +12.8% | +7.5% |
| YTD | -12.2% | +12.4% | -24.6% | -24.5% |
| 1Y | -29.5% | +18.6% | -48.1% | -43.6% |
| 3Y | -56.1% | +78.1% | -134.2% | -79.0% |
| 5Y | -43.0% | +82.3% | -125.3% | -72.2% |
| All | -43.0% | +81.6% | -124.6% | -72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling