+9.4%
VG vs SPMO
+29.0%
-19.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.3% |
| 7D | -2.5% | +3.4% | -5.9% | -1.4% |
| 30D | +11.1% | +0.5% | +10.6% | +11.3% |
| 3M | +14.9% | +1.9% | +13.0% | +17.3% |
| 6M | +18.4% | +27.8% | -9.5% | +26.7% |
| YTD | +116.6% | +26.7% | +89.9% | +132.3% |
| 1Y | +9.4% | +28.9% | -19.5% | +35.5% |
| All | +9.4% | +29.0% | -19.6% | +35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling