+148.2%
SPMO vs VIG
+61.5%
+86.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.3% |
| 7D | +0.1% | -2.2% | +2.3% | +2.6% |
| 30D | -0.7% | -3.2% | +2.5% | +2.9% |
| 3M | +2.8% | +3.0% | -0.2% | -0.6% |
| 6M | +24.4% | +8.1% | +16.3% | +14.3% |
| YTD | +24.2% | +9.1% | +15.1% | +13.0% |
| 1Y | +24.5% | +12.6% | +11.9% | +9.5% |
| 3Y | +155.6% | +55.4% | +100.2% | +62.1% |
| 5Y | +148.2% | +62.8% | +85.4% | +51.4% |
| All | +148.2% | +61.5% | +86.7% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling