+61.4%
SPSM vs VOO
+79.1%
-17.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +2.3% | +3.3% | -1.0% | -1.1% |
| 30D | +2.2% | -2.7% | +4.9% | +5.1% |
| 3M | -5.3% | -1.7% | -3.6% | -3.7% |
| 6M | +4.3% | +3.1% | +1.2% | +0.7% |
| YTD | +18.0% | +11.9% | +6.0% | +4.2% |
| 1Y | +19.2% | +12.1% | +7.2% | +5.2% |
| All | +61.4% | +79.1% | -17.7% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling