-86.3%
SPXU vs VOO
+82.8%
-169.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | +0.1% |
| 7D | +2.5% | -0.8% | +3.3% | +0.2% |
| 30D | +4.2% | -1.1% | +5.3% | +1.3% |
| 3M | -9.3% | +3.9% | -13.1% | +3.9% |
| 6M | -30.7% | +13.6% | -44.3% | +7.6% |
| YTD | -28.1% | +12.7% | -40.8% | +10.6% |
| 1Y | -35.2% | +17.6% | -52.8% | +15.9% |
| 3Y | -79.9% | +77.3% | -157.3% | +66.8% |
| All | -86.3% | +82.8% | -169.1% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling