+563.4%
SPMO vs VTR
+148.3%
+415.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.1% |
| 7D | +0.1% | -1.8% | +1.9% | +0.4% |
| 30D | -0.7% | +4.0% | -4.7% | -1.4% |
| 3M | +2.8% | +7.8% | -5.0% | +1.0% |
| 6M | +24.4% | +6.4% | +18.1% | +22.3% |
| YTD | +24.2% | +18.3% | +5.9% | +19.5% |
| 1Y | +24.5% | +33.9% | -9.5% | +16.8% |
| 3Y | +155.6% | +134.3% | +21.3% | +113.0% |
| 5Y | +148.2% | +90.3% | +57.9% | +113.1% |
| 10Y | +514.8% | +100.1% | +414.7% | +387.1% |
| All | +563.4% | +148.3% | +415.0% | +416.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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