+3.1%
SPMO vs VTEB
+0.7%
+2.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.4% | -7.6% | -7.6% |
| 7D | -14.0% | +1.2% | -15.2% | -15.1% |
| 30D | -20.0% | +4.2% | -24.1% | -24.3% |
| 3M | -18.4% | -0.5% | -17.9% | -13.7% |
| 6M | -10.9% | -0.6% | -10.3% | -5.3% |
| YTD | +3.2% | +0.3% | +3.0% | +7.6% |
| 1Y | +3.1% | +0.8% | +2.3% | +6.9% |
| All | +3.1% | +0.7% | +2.4% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling