+1,320.5%
SPXC vs VOO
+817.1%
+503.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.8% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -8.6% | +0.1% | -8.7% | -8.7% |
| 3M | -16.8% | +2.0% | -18.9% | -18.7% |
| 6M | -11.6% | +13.0% | -24.6% | -24.0% |
| YTD | -1.8% | +13.6% | -15.4% | -16.4% |
| 1Y | +5.2% | +20.1% | -14.9% | -16.6% |
| 3Y | +145.5% | +77.6% | +68.0% | +18.4% |
| 5Y | +220.6% | +82.4% | +138.2% | +47.7% |
| 10Y | +880.9% | +316.8% | +564.0% | +46.1% |
| All | +1,320.5% | +817.1% | +503.4% | -32.8% |
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