+379.7%
VRT vs SPMO
+124.5%
+255.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -0.5% |
| 7D | +10.5% | +6.3% | +4.2% | -1.7% |
| 30D | -9.3% | -8.9% | -0.5% | +10.6% |
| 3M | -29.6% | -13.2% | -16.4% | -4.8% |
| 6M | -45.4% | -9.3% | -36.1% | -32.6% |
| YTD | +24.8% | +11.6% | +13.3% | +0.2% |
| 1Y | +23.6% | +13.4% | +10.2% | -3.2% |
| 3Y | +379.7% | +122.9% | +256.8% | +6.2% |
| All | +379.7% | +124.5% | +255.2% | +6.2% |
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