+1,338.5%
SPSC vs VOO
+817.1%
+521.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.0% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | +14.3% | +0.1% | +14.2% | +14.3% |
| 3M | +48.0% | +2.0% | +45.9% | +44.3% |
| 6M | +33.5% | +13.0% | +20.5% | +16.2% |
| YTD | -6.9% | +13.6% | -20.5% | -19.3% |
| 1Y | -24.1% | +20.1% | -44.2% | -38.2% |
| 3Y | -54.2% | +77.6% | -131.7% | -75.1% |
| 5Y | -38.6% | +82.4% | -121.1% | -67.0% |
| 10Y | +145.1% | +316.8% | -171.8% | -42.7% |
| All | +1,338.5% | +817.1% | +521.4% | +48.1% |
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