+167.0%
SPSM vs VOO
+321.7%
-154.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -2.3% | -2.0% | -0.3% | -0.2% |
| 30D | -4.6% | -1.7% | -3.0% | -2.9% |
| 3M | +2.2% | +4.7% | -2.6% | -2.9% |
| 6M | +13.9% | +12.6% | +1.4% | +0.1% |
| YTD | +18.2% | +11.8% | +6.5% | +4.7% |
| 1Y | +21.8% | +17.5% | +4.3% | +2.3% |
| 3Y | +52.6% | +77.0% | -24.4% | -17.4% |
| 5Y | +40.7% | +82.6% | -41.9% | -26.4% |
| All | +167.0% | +321.7% | -154.7% | -46.3% |
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