+1,309.0%
SPSC vs VOO
+800.4%
+508.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -0.7% | +2.6% | -3.3% | -3.4% |
| 30D | -4.7% | -2.0% | -2.7% | -2.9% |
| 3M | +2.4% | -2.8% | +5.2% | +5.3% |
| 6M | +62.9% | +2.2% | +60.7% | +58.2% |
| YTD | -8.8% | +11.5% | -20.3% | -19.6% |
| 1Y | -1.2% | +13.5% | -14.6% | -14.6% |
| 3Y | -52.7% | +78.1% | -130.8% | -74.5% |
| 5Y | -44.5% | +73.1% | -117.7% | -68.6% |
| 10Y | +147.2% | +310.7% | -163.5% | -41.5% |
| All | +1,309.0% | +800.4% | +508.6% | +47.5% |
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