+1,002.6%
VST vs SPMO
+412.6%
+590.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.6% | +8.9% | +9.1% |
| 7D | -9.8% | -8.7% | -1.1% | -1.9% |
| 30D | -25.1% | -18.7% | -6.5% | -9.6% |
| 3M | -11.6% | -16.4% | +4.8% | +4.1% |
| 6M | -20.9% | -11.9% | -9.1% | -12.2% |
| YTD | -22.3% | +4.9% | -27.2% | -26.2% |
| 1Y | -32.0% | +6.2% | -38.2% | -36.1% |
| 3Y | +262.4% | +115.1% | +147.3% | +115.1% |
| 5Y | +563.4% | +102.2% | +461.1% | +306.5% |
| 10Y | +1,120.7% | +422.3% | +698.4% | +383.4% |
| All | +1,002.6% | +412.6% | +590.0% | +328.7% |
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