+142.0%
SPUC vs VOO
+141.0%
+1.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | -0.8% | -0.8% | 0.0% | +0.1% |
| 30D | -1.1% | -1.1% | 0.0% | +0.2% |
| 3M | +4.3% | +3.9% | +0.5% | -0.5% |
| 6M | +13.4% | +13.6% | -0.3% | -3.3% |
| YTD | +11.6% | +12.7% | -1.1% | -3.7% |
| 1Y | +13.7% | +17.6% | -3.9% | -6.7% |
| 3Y | +86.3% | +77.3% | +9.0% | -3.2% |
| 5Y | +80.6% | +84.1% | -3.6% | -8.9% |
| All | +142.0% | +141.0% | +1.1% | -9.3% |
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 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