-79.2%
SPT vs VOO
+79.1%
-158.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.5% | -7.3% |
| 7D | -8.9% | +0.5% | -9.4% | -9.5% |
| 30D | +1.1% | -0.9% | +2.0% | +2.3% |
| 3M | +45.8% | +3.9% | +42.0% | +38.6% |
| 6M | +62.0% | +14.5% | +47.5% | +34.5% |
| YTD | -7.3% | +13.0% | -20.2% | -21.5% |
| 1Y | -32.6% | +19.4% | -52.0% | -47.1% |
| 3Y | -79.2% | +78.9% | -158.1% | -92.5% |
| All | -79.2% | +79.1% | -158.3% | -92.5% |
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