+517.6%
SPMO vs VO
+200.3%
+317.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.2% |
| 7D | -0.9% | -1.5% | +0.6% | +0.4% |
| 30D | -1.9% | -3.0% | +1.1% | +0.9% |
| 3M | -1.4% | +2.8% | -4.2% | -3.6% |
| 6M | +25.5% | +10.9% | +14.6% | +14.9% |
| YTD | +24.8% | +12.5% | +12.4% | +12.9% |
| 1Y | +24.5% | +12.0% | +12.5% | +13.0% |
| 3Y | +157.1% | +56.3% | +100.9% | +75.5% |
| 5Y | +149.5% | +42.9% | +106.6% | +82.3% |
| All | +517.6% | +200.3% | +317.3% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling