+573.1%
VRT vs SPMO
+159.2%
+413.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.1% | -9.5% | -9.4% |
| 7D | +2.4% | +2.7% | -0.3% | -2.6% |
| 30D | -2.7% | +1.1% | -3.7% | -4.4% |
| 3M | -9.2% | +2.0% | -11.2% | -12.0% |
| 6M | -0.5% | +26.5% | -27.0% | -39.2% |
| YTD | +62.3% | +26.5% | +35.8% | -0.1% |
| 1Y | +109.6% | +27.9% | +81.6% | +28.0% |
| All | +573.1% | +159.2% | +413.8% | +10.1% |
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