+573.2%
SPMO vs VT
+245.9%
+327.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.0% | +0.4% | +1.6% | +1.6% |
| 30D | -0.4% | +1.0% | -1.3% | -1.3% |
| 3M | -1.9% | +2.4% | -4.3% | -3.6% |
| 6M | +25.0% | +12.0% | +13.0% | +13.0% |
| YTD | +26.0% | +15.3% | +10.7% | +10.8% |
| 1Y | +28.7% | +22.6% | +6.1% | +6.8% |
| 3Y | +160.9% | +74.7% | +86.2% | +58.2% |
| 5Y | +147.9% | +66.1% | +81.8% | +56.9% |
| 10Y | +518.9% | +225.0% | +293.9% | +154.4% |
| All | +573.2% | +245.9% | +327.4% | +175.8% |
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 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