+576.6%
SPMO vs VIG
+281.4%
+295.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.3% |
| 7D | +3.4% | -0.4% | +3.8% | +3.8% |
| 30D | +0.5% | -2.1% | +2.6% | +2.6% |
| 3M | +1.9% | +3.3% | -1.4% | -1.4% |
| 6M | +27.8% | +9.3% | +18.5% | +17.0% |
| YTD | +26.7% | +10.1% | +16.5% | +15.1% |
| 1Y | +28.9% | +14.7% | +14.2% | +12.5% |
| 3Y | +160.7% | +56.9% | +103.7% | +68.5% |
| 5Y | +150.2% | +62.9% | +87.3% | +56.0% |
| 10Y | +517.5% | +241.3% | +276.2% | +132.6% |
| All | +576.6% | +281.4% | +295.2% | +149.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling