-29.9%
SPT vs VOO
+164.1%
-194.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.5% |
| 7D | +5.2% | +2.6% | +2.7% | +1.3% |
| 30D | +5.4% | -2.0% | +7.4% | +7.8% |
| 3M | +16.8% | -2.8% | +19.5% | +20.4% |
| 6M | +84.5% | +2.2% | +82.3% | +75.6% |
| YTD | +3.3% | +11.5% | -8.2% | -14.4% |
| 1Y | +10.1% | +13.5% | -3.4% | -11.2% |
| 3Y | -75.8% | +78.1% | -153.9% | -90.4% |
| 5Y | -91.5% | +73.1% | -164.6% | -96.2% |
| All | -29.9% | +164.1% | -194.0% | -78.3% |
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