+411.9%
VOOG vs SPY
+322.5%
+89.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | -0.2% |
| 7D | -0.9% | -0.8% | -0.1% | 0.0% |
| 30D | -1.5% | -1.1% | -0.5% | -0.3% |
| 3M | +3.7% | +3.9% | -0.2% | -0.5% |
| 6M | +16.4% | +13.6% | +2.8% | +1.3% |
| YTD | +13.3% | +12.7% | +0.6% | -0.4% |
| 1Y | +17.8% | +17.5% | +0.3% | -1.1% |
| 3Y | +98.1% | +76.9% | +21.2% | +6.8% |
| 5Y | +86.0% | +83.6% | +2.4% | -2.7% |
| All | +411.9% | +322.5% | +89.4% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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