+99.0%
SPYC vs VOO
+140.4%
-41.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -0.6% | -0.4% | -0.3% | -0.2% |
| 30D | -3.2% | -1.4% | -1.8% | -1.7% |
| 3M | +3.5% | +3.7% | -0.3% | -0.3% |
| 6M | +11.9% | +13.0% | -1.1% | -1.6% |
| YTD | +8.3% | +12.4% | -4.1% | -4.2% |
| 1Y | +11.1% | +18.6% | -7.5% | -7.0% |
| 3Y | +64.2% | +78.1% | -13.8% | -6.8% |
| 5Y | +50.7% | +82.3% | -31.6% | -15.5% |
| All | +99.0% | +140.4% | -41.4% | -16.7% |
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