+270.3%
SUPV vs VOO
+80.3%
+190.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.4% |
| 7D | -0.6% | -2.0% | +1.4% | +2.1% |
| 30D | +4.3% | -1.7% | +6.0% | +6.6% |
| 3M | -9.6% | +4.7% | -14.4% | -15.0% |
| 6M | -3.5% | +12.6% | -16.1% | -17.2% |
| YTD | -26.1% | +11.8% | -37.9% | -35.6% |
| 1Y | +39.5% | +17.5% | +21.9% | +15.8% |
| 3Y | +248.6% | +77.0% | +171.6% | +92.3% |
| 5Y | +270.3% | +82.6% | +187.7% | +91.6% |
| All | +270.3% | +80.3% | +190.0% | +91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling