+454.6%
SPVM vs VOO
+697.4%
-242.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +0.4% | +0.1% | +0.4% | +0.4% |
| 3M | +6.2% | +2.0% | +4.1% | +4.0% |
| 6M | +9.9% | +13.0% | -3.2% | -1.8% |
| YTD | +16.1% | +13.6% | +2.5% | +3.3% |
| 1Y | +23.2% | +20.1% | +3.1% | +4.2% |
| 3Y | +69.2% | +77.6% | -8.3% | +0.1% |
| 5Y | +73.0% | +82.4% | -9.4% | -0.9% |
| 10Y | +207.6% | +316.8% | -109.3% | -12.6% |
| All | +454.6% | +697.4% | -242.8% | -6.5% |
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