+451.5%
SPMO vs VT
+224.6%
+226.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | -3.3% |
| 7D | -14.0% | -4.2% | -9.8% | -10.2% |
| 30D | -20.0% | -5.8% | -14.2% | -15.0% |
| 3M | -18.4% | -5.2% | -13.1% | -13.8% |
| 6M | -10.9% | +0.1% | -11.0% | -10.2% |
| YTD | +3.2% | +8.2% | -5.0% | -3.2% |
| 1Y | +3.1% | +10.1% | -7.0% | -4.9% |
| 3Y | +113.3% | +69.7% | +43.7% | +33.7% |
| 5Y | +99.0% | +53.4% | +45.7% | +36.3% |
| 10Y | +414.1% | +219.2% | +194.9% | +124.1% |
| All | +451.5% | +224.6% | +226.9% | +140.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling