+152.8%
SPMO vs VSH
+66.1%
+86.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +2.7% | +3.5% | -0.8% | +1.7% |
| 30D | +1.1% | -4.4% | +5.5% | +2.2% |
| 3M | +2.0% | -45.8% | +47.9% | +18.4% |
| 6M | +26.5% | +90.1% | -63.6% | +3.3% |
| YTD | +26.5% | +120.3% | -93.8% | -1.5% |
| 1Y | +27.9% | +112.2% | -84.3% | -0.1% |
| 3Y | +160.4% | +36.6% | +123.8% | +121.0% |
| All | +152.8% | +66.1% | +86.8% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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