+374.9%
V vs SPMO
+514.3%
-139.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +1.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.2% |
| 30D | +1.2% | -0.7% | +1.9% | +1.4% |
| 3M | +13.9% | +2.8% | +11.1% | +8.8% |
| 6M | +17.2% | +24.4% | -7.2% | -5.3% |
| YTD | +5.3% | +24.2% | -18.8% | -14.9% |
| 1Y | +9.5% | +24.5% | -15.0% | -12.1% |
| 3Y | +51.9% | +155.6% | -103.7% | -37.1% |
| 5Y | +69.6% | +148.2% | -78.6% | -28.1% |
| All | +374.9% | +514.3% | -139.4% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling