-36.1%
SPT vs VOO
+164.7%
-200.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.6% |
| 7D | -6.7% | -2.0% | -4.7% | -3.8% |
| 30D | +7.1% | -1.7% | +8.8% | +9.9% |
| 3M | +50.1% | +4.7% | +45.3% | +39.4% |
| 6M | +78.9% | +12.6% | +66.4% | +47.9% |
| YTD | -5.9% | +11.8% | -17.6% | -21.4% |
| 1Y | -23.5% | +17.5% | -41.0% | -40.7% |
| 3Y | -78.9% | +77.0% | -155.9% | -91.4% |
| 5Y | -91.7% | +82.6% | -174.3% | -96.5% |
| All | -36.1% | +164.7% | -200.8% | -80.0% |
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