+942.1%
SPUU vs VOO
+386.6%
+555.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.2% |
| 7D | +5.1% | +2.6% | +2.5% | 0.0% |
| 30D | -4.9% | -2.0% | -2.9% | -0.7% |
| 3M | -7.3% | -2.8% | -4.5% | -1.5% |
| 6M | +0.5% | +2.2% | -1.7% | -2.7% |
| YTD | +17.0% | +11.5% | +5.4% | -3.9% |
| 1Y | +20.1% | +13.5% | +6.6% | -4.4% |
| 3Y | +148.5% | +78.1% | +70.4% | -13.9% |
| 5Y | +99.7% | +73.1% | +26.5% | -21.1% |
| 10Y | +736.8% | +310.7% | +426.1% | -23.9% |
| All | +942.1% | +386.6% | +555.5% | -29.3% |
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 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