+169.4%
SPMO vs VLTO
+25.1%
+144.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +2.7% | -2.6% | +5.3% | +3.3% |
| 30D | +1.1% | -2.5% | +3.5% | +1.6% |
| 3M | +2.0% | +10.1% | -8.0% | -1.4% |
| 6M | +26.5% | +1.0% | +25.5% | +25.7% |
| YTD | +26.5% | -4.8% | +31.3% | +28.2% |
| 1Y | +27.9% | -9.3% | +37.3% | +31.7% |
| All | +169.4% | +25.1% | +144.3% | +155.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling