+1,118.1%
SPYG vs VOO
+812.0%
+306.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | +1.2% | +0.5% | +0.7% | +0.6% |
| 30D | -1.6% | -0.9% | -0.6% | -0.5% |
| 3M | +3.4% | +3.9% | -0.5% | -0.6% |
| 6M | +18.9% | +14.5% | +4.4% | +3.3% |
| YTD | +13.8% | +13.0% | +0.8% | +0.4% |
| 1Y | +20.6% | +19.4% | +1.2% | +0.5% |
| 3Y | +100.5% | +78.9% | +21.6% | +10.8% |
| 5Y | +84.6% | +82.3% | +2.3% | +1.3% |
| 10Y | +410.8% | +314.2% | +96.6% | +26.4% |
| All | +1,118.1% | +812.0% | +306.1% | +41.5% |
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