+213.1%
SPUS vs VOO
+166.3%
+46.8%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +0.5% | +2.0% | -1.5% | -1.4% |
| 6M | +16.7% | +13.0% | +3.6% | +3.5% |
| YTD | +16.0% | +13.6% | +2.5% | +2.5% |
| 1Y | +26.0% | +20.1% | +5.9% | +5.4% |
| 3Y | +84.3% | +77.6% | +6.7% | +6.4% |
| 5Y | +97.6% | +82.4% | +15.2% | +11.5% |
| All | +213.1% | +166.3% | +46.8% | +29.7% |
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 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