+165.0%
VEA vs SPMO
+575.0%
-410.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | +0.3% | +2.7% | -2.4% | -1.3% |
| 30D | +0.4% | +1.1% | -0.6% | -0.3% |
| 3M | +4.8% | +2.0% | +2.8% | +2.8% |
| 6M | +11.3% | +26.5% | -15.3% | -4.5% |
| YTD | +17.4% | +26.5% | -9.1% | +0.7% |
| 1Y | +26.2% | +27.9% | -1.7% | +7.3% |
| 3Y | +77.7% | +160.4% | -82.6% | -5.2% |
| 5Y | +60.9% | +151.5% | -90.6% | -12.8% |
| 10Y | +163.6% | +526.3% | -362.8% | -8.6% |
| All | +165.0% | +575.0% | -410.1% | -10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling