+11.5%
SPMO vs VTRS
+90.6%
-79.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -0.9% |
| 7D | -8.9% | +2.4% | -11.3% | -9.0% |
| 30D | -13.8% | +9.1% | -22.9% | -14.2% |
| 3M | -12.5% | +9.4% | -21.9% | -12.9% |
| 6M | -1.5% | +28.3% | -29.8% | -3.7% |
| YTD | +11.3% | +58.0% | -46.7% | +6.0% |
| 1Y | +11.5% | +89.7% | -78.3% | +4.3% |
| All | +11.5% | +90.6% | -79.2% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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