+356.5%
IVV vs SPMO
+572.4%
-215.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.6% |
| 7D | +0.1% | +2.0% | -1.9% | -1.4% |
| 30D | +0.1% | -0.4% | +0.4% | +0.2% |
| 3M | +2.0% | -1.9% | +3.9% | +2.0% |
| 6M | +13.0% | +25.0% | -12.0% | -6.8% |
| YTD | +13.6% | +26.0% | -12.4% | -7.0% |
| 1Y | +20.1% | +28.7% | -8.6% | -3.4% |
| 3Y | +77.6% | +160.9% | -83.3% | -19.5% |
| 5Y | +82.5% | +147.9% | -65.4% | -14.1% |
| 10Y | +316.5% | +518.9% | -202.4% | +15.7% |
| All | +356.5% | +572.4% | -215.9% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling