-34.9%
VST vs SPMO
+11.0%
-45.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -0.8% | -13.0% | -13.1% |
| 7D | -15.7% | -8.9% | -6.8% | -8.6% |
| 30D | -17.0% | -13.8% | -3.2% | -5.4% |
| 3M | -15.9% | -12.5% | -3.4% | -5.4% |
| 6M | -25.0% | -1.5% | -23.5% | -27.6% |
| YTD | -25.1% | +11.3% | -36.4% | -37.0% |
| 1Y | -34.9% | +11.5% | -46.3% | -45.3% |
| All | -34.9% | +11.0% | -45.8% | -45.3% |
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