+847.5%
SPXC vs VOO
+321.7%
+525.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.2% |
| 7D | -3.6% | -2.0% | -1.6% | -1.1% |
| 30D | -13.8% | -1.7% | -12.1% | -11.9% |
| 3M | -16.4% | +4.7% | -21.1% | -20.8% |
| 6M | -11.4% | +12.6% | -23.9% | -23.0% |
| YTD | -6.6% | +11.8% | -18.3% | -18.1% |
| 1Y | -0.6% | +17.5% | -18.1% | -18.1% |
| 3Y | +138.9% | +77.0% | +61.9% | +20.6% |
| 5Y | +221.8% | +82.6% | +139.2% | +55.4% |
| All | +847.5% | +321.7% | +525.8% | +33.3% |
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