+322.5%
VOO vs SPGI
+287.8%
+34.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.7% |
| 7D | -0.4% | -3.1% | +2.7% | +1.0% |
| 30D | -1.4% | +2.0% | -3.4% | -2.5% |
| 3M | +3.7% | +4.3% | -0.6% | +0.6% |
| 6M | +13.0% | -0.2% | +13.3% | +11.5% |
| YTD | +12.4% | -14.8% | +27.2% | +18.7% |
| 1Y | +18.6% | -18.5% | +37.1% | +27.5% |
| 3Y | +78.1% | +16.0% | +62.1% | +57.1% |
| 5Y | +82.3% | +2.2% | +80.1% | +68.4% |
| 10Y | +322.5% | +296.4% | +26.1% | +106.7% |
| All | +322.5% | +287.8% | +34.8% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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