-44.6%
VG vs SPMO
+32.1%
-76.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.2% |
| 7D | +14.0% | +6.3% | +7.6% | +10.9% |
| 30D | -1.0% | -8.9% | +7.9% | +3.0% |
| 3M | -2.7% | -13.2% | +10.5% | +3.1% |
| 6M | +1.5% | -9.3% | +10.8% | +2.0% |
| YTD | +93.7% | +11.6% | +82.2% | +53.0% |
| 1Y | +68.5% | +13.4% | +55.2% | +29.9% |
| All | -44.6% | +32.1% | -76.7% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling