-91.3%
SPT vs VOO
+75.1%
-166.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +0.1% |
| 7D | +5.8% | -0.9% | +6.8% | +7.0% |
| 30D | +3.3% | -2.3% | +5.7% | +6.8% |
| 3M | +15.2% | -1.2% | +16.4% | +16.0% |
| 6M | +73.9% | +3.3% | +70.6% | +59.4% |
| YTD | +1.2% | +12.3% | -11.1% | -21.8% |
| 1Y | +10.3% | +12.5% | -2.2% | -15.1% |
| 3Y | -76.9% | +79.2% | -156.1% | -94.0% |
| 5Y | -91.3% | +75.7% | -167.0% | -97.3% |
| All | -91.3% | +75.1% | -166.5% | -97.3% |
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 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