+234.4%
VOO vs SPOT
+216.9%
+17.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.7% |
| 7D | -0.8% | -3.1% | +2.3% | -0.2% |
| 30D | -1.1% | +7.4% | -8.5% | -2.4% |
| 3M | +3.9% | +8.2% | -4.3% | +2.1% |
| 6M | +13.6% | +2.2% | +11.4% | +12.1% |
| YTD | +12.7% | -9.5% | +22.2% | +13.0% |
| 1Y | +17.6% | -23.8% | +41.4% | +21.6% |
| 3Y | +77.3% | +233.5% | -156.2% | +33.6% |
| 5Y | +84.1% | +112.2% | -28.1% | +42.6% |
| All | +234.4% | +216.9% | +17.5% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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