+132.8%
SPMO vs VLTO
+56.3%
+76.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -2.6% | +1.6% | -4.3% | -2.9% |
| 30D | -14.2% | +22.0% | -36.2% | -17.6% |
| 3M | -12.7% | +21.9% | -34.6% | -16.2% |
| 6M | -9.6% | +36.5% | -46.1% | -16.4% |
| YTD | +9.3% | +19.0% | -9.7% | +5.7% |
| 1Y | +8.2% | +21.0% | -12.7% | +3.9% |
| 3Y | +119.4% | +69.9% | +49.5% | +94.2% |
| All | +132.8% | +56.3% | +76.5% | +110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling