+308.1%
IVV vs SPMO
+449.2%
-141.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.2% |
| 7D | -0.6% | -2.6% | +2.0% | +1.2% |
| 30D | -3.7% | -14.2% | +10.6% | +7.6% |
| 3M | -2.7% | -12.7% | +9.9% | +6.9% |
| 6M | +2.2% | -9.6% | +11.8% | +7.6% |
| YTD | +10.9% | +9.3% | +1.6% | -0.1% |
| 1Y | +11.3% | +8.2% | +3.1% | +1.0% |
| 3Y | +76.9% | +119.4% | -42.5% | -11.0% |
| 5Y | +73.5% | +112.5% | -39.0% | -10.6% |
| All | +308.1% | +449.2% | -141.1% | +20.6% |
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