+240.0%
SPSM vs VOO
+475.9%
-236.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.6% |
| 6M | +4.3% | +3.1% | +1.2% | +0.7% |
| YTD | +18.0% | +11.9% | +6.0% | +4.4% |
| 1Y | +19.2% | +12.1% | +7.2% | +5.4% |
| 3Y | +61.3% | +78.6% | -17.3% | -12.9% |
| 5Y | +27.7% | +73.8% | -46.1% | -29.0% |
| 10Y | +155.7% | +312.3% | -156.6% | -41.5% |
| All | +240.0% | +475.9% | -236.0% | -42.6% |
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