+447.4%
SPVM vs VOO
+663.3%
-215.9%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | -1.6% | -2.7% | +1.1% | +0.7% |
| 30D | +4.3% | -5.4% | +9.7% | +9.2% |
| 3M | -0.5% | -4.1% | +3.6% | +2.9% |
| 6M | +8.4% | +0.7% | +7.7% | +7.1% |
| YTD | +14.6% | +8.7% | +5.9% | +5.6% |
| 1Y | +20.8% | +11.0% | +9.9% | +9.3% |
| 3Y | +71.7% | +75.5% | -3.8% | +2.3% |
| 5Y | +65.6% | +68.4% | -2.8% | +1.7% |
| 10Y | +206.3% | +315.7% | -109.4% | -12.5% |
| All | +447.4% | +663.3% | -215.9% | -4.4% |
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