+769.3%
VST vs SPMO
+147.4%
+621.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +2.0% | +1.7% |
| 7D | +8.9% | +2.0% | +6.9% | +6.4% |
| 30D | +6.2% | -0.4% | +6.6% | +6.5% |
| 3M | -2.7% | -1.9% | -0.8% | -2.3% |
| 6M | -8.4% | +25.0% | -33.4% | -33.1% |
| YTD | -7.2% | +26.0% | -33.2% | -32.7% |
| 1Y | -20.9% | +28.7% | -49.6% | -43.8% |
| 3Y | +384.0% | +160.9% | +223.1% | +87.8% |
| All | +769.3% | +147.4% | +621.9% | +236.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling