-91.8%
SPT vs VOO
+82.4%
-174.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.5% | -6.9% |
| 7D | -8.9% | +0.5% | -9.4% | -9.8% |
| 30D | +1.1% | -0.9% | +2.0% | +2.9% |
| 3M | +45.8% | +3.9% | +42.0% | +34.6% |
| 6M | +62.0% | +14.5% | +47.5% | +22.0% |
| YTD | -7.3% | +13.0% | -20.2% | -28.2% |
| 1Y | -32.6% | +19.4% | -52.0% | -53.4% |
| 3Y | -79.2% | +78.9% | -158.1% | -94.5% |
| All | -91.8% | +82.4% | -174.2% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling