+18.2%
SPTS vs VOO
+315.3%
-297.1%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | 0.0% | -1.4% | +1.4% | 0.0% |
| 3M | +0.5% | +3.7% | -3.2% | +0.6% |
| 6M | +0.5% | +13.0% | -12.6% | +0.7% |
| YTD | +0.9% | +12.4% | -11.5% | +1.1% |
| 1Y | +2.2% | +18.6% | -16.4% | +2.4% |
| 3Y | +13.4% | +78.1% | -64.6% | +14.4% |
| 5Y | +10.0% | +82.3% | -72.3% | +10.9% |
| 10Y | +18.2% | +322.5% | -304.3% | +23.1% |
| All | +18.2% | +315.3% | -297.1% | +23.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling