-15.8%
SPTL vs VOO
+314.0%
-329.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | -0.1% |
| 7D | +0.4% | +0.5% | -0.1% | +0.5% |
| 30D | -0.2% | -0.9% | +0.8% | -0.3% |
| 3M | -1.3% | +3.9% | -5.2% | -0.8% |
| 6M | -4.2% | +14.5% | -18.8% | -2.6% |
| YTD | -2.4% | +13.0% | -15.4% | -0.9% |
| 1Y | -3.2% | +19.4% | -22.7% | -1.0% |
| 3Y | +2.3% | +78.9% | -76.6% | +11.3% |
| 5Y | -29.7% | +82.3% | -111.9% | -23.4% |
| 10Y | -15.8% | +314.2% | -330.0% | +15.9% |
| All | -15.8% | +314.0% | -329.8% | +15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling