+3.9%
SPXC vs VOO
+21.4%
-17.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -1.3% |
| 7D | -5.5% | +0.3% | -5.8% | -5.9% |
| 30D | -10.2% | +0.2% | -10.5% | -10.6% |
| 3M | -17.2% | +2.8% | -20.0% | -20.8% |
| 6M | -11.7% | +14.3% | -26.0% | -27.7% |
| YTD | -3.1% | +14.0% | -17.1% | -20.9% |
| All | +3.9% | +21.4% | -17.5% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling