+31.5%
SPTL vs VOO
+777.9%
-746.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +0.1% | -2.7% | +2.8% | -0.4% |
| 30D | +5.7% | -5.4% | +11.1% | +4.5% |
| 3M | +0.1% | -4.1% | +4.2% | -0.7% |
| 6M | -2.6% | +0.7% | -3.3% | -2.3% |
| YTD | -2.4% | +8.7% | -11.1% | -0.5% |
| 1Y | -3.9% | +11.0% | -14.9% | -1.6% |
| 3Y | +9.5% | +75.5% | -66.0% | +26.0% |
| 5Y | -30.2% | +68.4% | -98.6% | -20.8% |
| 10Y | -12.3% | +315.7% | -328.0% | +46.4% |
| All | +31.5% | +777.9% | -746.3% | +224.3% |
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 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