+72.8%
SPWO vs VOO
+65.1%
+7.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | -1.2% | -2.0% | +0.8% | +0.8% |
| 30D | -0.9% | -1.7% | +0.7% | +0.7% |
| 3M | +2.0% | +4.7% | -2.8% | -2.2% |
| 6M | +13.4% | +12.6% | +0.8% | +2.3% |
| YTD | +21.6% | +11.8% | +9.8% | +10.5% |
| 1Y | +30.7% | +17.5% | +13.1% | +14.1% |
| All | +72.8% | +65.1% | +7.8% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling