+310.3%
IVV vs SPMO
+460.5%
-150.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.8% |
| 7D | +2.6% | +6.3% | -3.8% | -2.1% |
| 30D | -2.0% | -8.9% | +6.9% | +4.6% |
| 3M | -2.8% | -13.2% | +10.5% | +7.4% |
| 6M | +2.2% | -9.3% | +11.4% | +7.3% |
| YTD | +11.5% | +11.6% | 0.0% | -1.1% |
| 1Y | +13.5% | +13.4% | +0.1% | -0.7% |
| 3Y | +78.1% | +122.9% | -44.8% | -11.4% |
| 5Y | +73.1% | +113.9% | -40.8% | -11.2% |
| All | +310.3% | +460.5% | -150.2% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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