+566.9%
SPMO vs VTEB
+24.6%
+542.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.3% |
| 7D | -0.9% | -0.9% | 0.0% | -0.4% |
| 30D | -1.9% | -2.5% | +0.6% | -0.4% |
| 3M | -1.4% | -3.0% | +1.6% | +0.5% |
| 6M | +25.5% | -2.1% | +27.6% | +27.3% |
| YTD | +24.8% | -1.5% | +26.3% | +26.1% |
| 1Y | +24.5% | +0.2% | +24.3% | +24.6% |
| 3Y | +157.1% | +8.6% | +148.6% | +144.6% |
| 5Y | +149.5% | +1.2% | +148.3% | +147.3% |
| 10Y | +518.1% | +18.1% | +500.0% | +557.3% |
| All | +566.9% | +24.6% | +542.2% | +629.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling