+148.2%
SPMO vs VO
+40.2%
+108.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.0% |
| 7D | +0.1% | -2.5% | +2.6% | +2.4% |
| 30D | -0.7% | -3.2% | +2.5% | +2.3% |
| 3M | +2.8% | +3.9% | -1.1% | -0.4% |
| 6M | +24.4% | +9.6% | +14.8% | +15.3% |
| YTD | +24.2% | +11.6% | +12.6% | +13.3% |
| 1Y | +24.5% | +12.6% | +11.9% | +12.6% |
| 3Y | +155.6% | +55.4% | +100.2% | +78.9% |
| 5Y | +148.2% | +41.8% | +106.4% | +86.9% |
| All | +148.2% | +40.2% | +108.0% | +86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling