+219.0%
SPYU vs VOO
+73.5%
+145.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | 0.0% |
| 7D | -1.9% | -0.4% | -1.5% | -0.4% |
| 30D | -7.8% | -1.4% | -6.4% | -2.2% |
| 3M | +5.6% | +3.7% | +1.9% | -6.5% |
| 6M | +34.6% | +13.0% | +21.5% | -12.5% |
| YTD | +23.6% | +12.4% | +11.1% | -16.7% |
| 1Y | +36.5% | +18.6% | +17.9% | -23.7% |
| All | +219.0% | +73.5% | +145.6% | -45.4% |
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