+11.3%
SPUS vs VOO
+9.9%
+1.4%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.2% |
| 7D | -4.6% | -2.7% | -1.9% | -1.4% |
| 30D | -8.7% | -5.4% | -3.4% | -2.4% |
| 3M | -4.9% | -4.1% | -0.9% | 0.0% |
| 6M | +0.5% | +0.7% | -0.3% | -0.1% |
| YTD | +9.6% | +8.7% | +0.9% | +0.1% |
| 1Y | +11.3% | +11.0% | +0.4% | -0.7% |
| All | +11.3% | +9.9% | +1.4% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling