-31.6%
SPT vs VOO
+169.0%
-200.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | +31.6% | +0.1% | +31.6% | +31.7% |
| 3M | +53.9% | +2.0% | +51.9% | +48.6% |
| 6M | +68.3% | +13.0% | +55.3% | +38.3% |
| YTD | +0.8% | +13.6% | -12.8% | -17.9% |
| 1Y | -23.6% | +20.1% | -43.6% | -42.7% |
| 3Y | -78.5% | +77.6% | -156.1% | -91.3% |
| 5Y | -91.1% | +82.4% | -173.6% | -96.2% |
| All | -31.6% | +169.0% | -200.6% | -79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling