+316.9%
SPYM vs VOO
+325.3%
-8.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.3% |
| 7D | -1.0% | -0.8% | -0.3% | -0.3% |
| 30D | -1.3% | -1.1% | -0.3% | -0.3% |
| 3M | +3.6% | +3.9% | -0.3% | -0.3% |
| 6M | +13.3% | +13.6% | -0.3% | -0.2% |
| YTD | +12.4% | +12.7% | -0.3% | -0.2% |
| 1Y | +17.3% | +17.6% | -0.3% | -0.2% |
| 3Y | +76.8% | +77.3% | -0.6% | -0.1% |
| 5Y | +83.6% | +84.1% | -0.5% | 0.0% |
| All | +316.9% | +325.3% | -8.4% | +1.3% |
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