+91.4%
SPYC vs VOO
+139.3%
-47.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | +3.3% | +3.3% | 0.0% | -0.2% |
| 30D | -4.7% | -2.7% | -2.0% | -1.8% |
| 3M | -6.6% | -1.7% | -4.9% | -4.7% |
| 6M | -1.0% | +3.1% | -4.1% | -3.9% |
| YTD | +4.2% | +11.9% | -7.8% | -7.3% |
| 1Y | +1.8% | +12.1% | -10.2% | -9.4% |
| 3Y | +60.0% | +78.6% | -18.6% | -9.3% |
| 5Y | +38.9% | +73.8% | -34.9% | -18.0% |
| All | +91.4% | +139.3% | -47.9% | -19.4% |
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