+1,216.9%
VST vs SPMO
+515.9%
+701.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +2.0% | +2.1% |
| 7D | +8.9% | +2.0% | +6.9% | +7.0% |
| 30D | +6.2% | -0.4% | +6.6% | +6.5% |
| 3M | -2.7% | -1.9% | -0.8% | -2.0% |
| 6M | -8.4% | +25.0% | -33.4% | -26.1% |
| YTD | -7.2% | +26.0% | -33.2% | -25.5% |
| 1Y | -20.9% | +28.7% | -49.6% | -37.3% |
| 3Y | +384.0% | +160.9% | +223.1% | +141.2% |
| 5Y | +757.1% | +147.9% | +609.2% | +338.4% |
| All | +1,216.9% | +515.9% | +701.0% | +332.9% |
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