+566.9%
SPMO vs VNQ
+84.2%
+482.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.1% |
| 7D | -0.9% | -1.3% | +0.3% | -0.2% |
| 30D | -1.9% | -2.6% | +0.7% | -0.6% |
| 3M | -1.4% | -2.0% | +0.7% | -0.7% |
| 6M | +25.5% | +4.3% | +21.2% | +21.7% |
| YTD | +24.8% | +9.2% | +15.6% | +17.9% |
| 1Y | +24.5% | +5.6% | +18.9% | +19.7% |
| 3Y | +157.1% | +30.8% | +126.3% | +116.5% |
| 5Y | +149.5% | +8.0% | +141.5% | +133.1% |
| 10Y | +518.1% | +63.7% | +454.4% | +357.2% |
| All | +566.9% | +84.2% | +482.7% | +383.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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