+204.3%
SPVM vs VOO
+314.0%
-109.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.1% |
| 7D | +0.8% | +0.5% | +0.2% | +0.3% |
| 30D | +0.1% | -0.9% | +1.1% | +0.9% |
| 3M | +6.3% | +3.9% | +2.4% | +2.4% |
| 6M | +11.2% | +14.5% | -3.3% | -2.3% |
| YTD | +15.4% | +13.0% | +2.5% | +2.6% |
| 1Y | +23.0% | +19.4% | +3.5% | +3.7% |
| 3Y | +69.1% | +78.9% | -9.8% | -3.4% |
| 5Y | +74.2% | +82.3% | -8.1% | -3.2% |
| 10Y | +204.3% | +314.2% | -109.9% | -19.1% |
| All | +204.3% | +314.0% | -109.7% | -19.1% |
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