+75.7%
VOO vs SPG
+86.1%
-10.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -0.9% | +2.7% | -3.6% | -2.0% |
| 30D | -2.3% | +16.6% | -18.9% | -8.2% |
| 3M | -1.2% | +8.1% | -9.2% | -4.3% |
| 6M | +3.3% | +19.3% | -16.0% | -4.4% |
| YTD | +12.3% | +31.1% | -18.8% | -0.4% |
| 1Y | +12.5% | +32.8% | -20.3% | -0.9% |
| 3Y | +79.2% | +135.8% | -56.6% | +19.7% |
| 5Y | +75.7% | +85.1% | -9.4% | +24.6% |
| All | +75.7% | +86.1% | -10.5% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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