+198.5%
SPVM vs VOO
+317.9%
-119.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | -0.2% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | +5.1% | -3.3% | +8.4% | +8.1% |
| 3M | +1.3% | -2.4% | +3.7% | +3.3% |
| 6M | +11.5% | +2.6% | +8.9% | +8.3% |
| YTD | +16.8% | +11.3% | +5.6% | +5.0% |
| 1Y | +21.8% | +13.4% | +8.3% | +7.5% |
| 3Y | +78.7% | +80.3% | -1.6% | +0.7% |
| 5Y | +68.3% | +72.7% | -4.4% | -1.9% |
| 10Y | +198.5% | +310.0% | -111.5% | -26.0% |
| All | +198.5% | +317.9% | -119.4% | -26.0% |
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