+760.4%
SPUU vs VOO
+321.7%
+438.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.1% |
| 7D | -3.9% | -2.0% | -1.9% | 0.0% |
| 30D | -3.6% | -1.7% | -1.9% | -0.3% |
| 3M | +7.9% | +4.7% | +3.2% | -1.1% |
| 6M | +22.6% | +12.6% | +10.0% | -1.9% |
| YTD | +19.4% | +11.8% | +7.7% | -2.8% |
| 1Y | +29.2% | +17.5% | +11.6% | -4.4% |
| 3Y | +145.9% | +77.0% | +68.9% | -14.3% |
| 5Y | +124.6% | +82.6% | +42.0% | -20.6% |
| All | +760.4% | +321.7% | +438.7% | -14.8% |
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