+28.7%
SPMO vs VLTO
-8.3%
+37.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.4% |
| 7D | +2.0% | -2.3% | +4.3% | +1.8% |
| 30D | -0.4% | -0.9% | +0.5% | -0.4% |
| 3M | -1.9% | +13.8% | -15.7% | -2.3% |
| 6M | +25.0% | +2.0% | +23.0% | +26.4% |
| YTD | +26.0% | -3.2% | +29.2% | +28.0% |
| 1Y | +28.7% | -9.2% | +37.9% | +31.1% |
| All | +28.7% | -8.3% | +37.0% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling