+912.6%
VGT vs SPMO
+575.0%
+337.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +1.5% | +2.7% | -1.2% | -1.2% |
| 30D | +0.5% | +1.1% | -0.5% | -0.6% |
| 3M | +5.3% | +2.0% | +3.2% | +2.3% |
| 6M | +32.4% | +26.5% | +5.9% | +2.9% |
| YTD | +28.6% | +26.5% | +2.1% | 0.0% |
| 1Y | +37.6% | +27.9% | +9.7% | +6.0% |
| 3Y | +125.5% | +160.4% | -34.9% | -14.8% |
| 5Y | +135.2% | +151.5% | -16.3% | -7.4% |
| 10Y | +812.9% | +526.3% | +286.5% | +91.3% |
| All | +912.6% | +575.0% | +337.6% | +103.5% |
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 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