+120.1%
SPTE vs VOO
+72.0%
+48.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -0.9% |
| 7D | +3.5% | +2.6% | +0.9% | -0.4% |
| 30D | -10.3% | -2.0% | -8.3% | -7.0% |
| 3M | -10.4% | -2.8% | -7.7% | -5.9% |
| 6M | -3.6% | +2.2% | -5.7% | -5.4% |
| YTD | +24.1% | +11.5% | +12.6% | +7.7% |
| 1Y | +26.3% | +13.5% | +12.8% | +7.0% |
| All | +120.1% | +72.0% | +48.1% | +1.8% |
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