+117.4%
SPMO vs VT
+58.5%
+58.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +9.8% | +2.9% | +6.9% | +6.5% |
| 30D | -9.2% | -2.5% | -6.7% | -6.4% |
| 3M | -11.0% | -3.3% | -7.6% | -7.4% |
| 6M | -6.6% | +1.5% | -8.2% | -7.3% |
| YTD | +13.3% | +11.4% | +2.0% | +2.5% |
| 1Y | +12.7% | +11.9% | +0.7% | +1.4% |
| 3Y | +127.5% | +73.9% | +53.6% | +35.9% |
| 5Y | +117.4% | +57.9% | +59.5% | +46.8% |
| All | +117.4% | +58.5% | +58.8% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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