+115.1%
SPMO vs VLTO
+69.5%
+45.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -8.7% | +5.4% | -14.1% | -9.5% |
| 30D | -18.7% | +22.3% | -41.0% | -21.9% |
| 3M | -16.4% | +19.6% | -36.0% | -19.4% |
| 6M | -11.9% | +35.2% | -47.0% | -18.5% |
| YTD | +4.9% | +17.9% | -13.0% | +1.8% |
| 1Y | +6.2% | +19.5% | -13.3% | +2.3% |
| 3Y | +115.1% | +73.9% | +41.2% | +95.0% |
| All | +115.1% | +69.5% | +45.6% | +95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling