+484.0%
V vs SPMO
+460.5%
+23.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.4% |
| 7D | +0.9% | +6.3% | -5.4% | -3.4% |
| 30D | +9.0% | -8.9% | +17.8% | +15.2% |
| 3M | +16.7% | -13.2% | +29.9% | +27.1% |
| 6M | +33.4% | -9.3% | +42.7% | +36.5% |
| YTD | +22.4% | +11.6% | +10.8% | +5.2% |
| 1Y | +27.7% | +13.4% | +14.3% | +8.2% |
| 3Y | +78.0% | +122.9% | -44.9% | -19.3% |
| 5Y | +108.5% | +113.9% | -5.4% | -2.2% |
| All | +484.0% | +460.5% | +23.5% | +42.1% |
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