+222.5%
VT vs SPMO
+518.9%
-296.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -1.1% |
| 7D | +0.4% | +2.0% | -1.6% | -0.9% |
| 30D | +1.0% | -0.4% | +1.3% | +1.1% |
| 3M | +2.4% | -1.9% | +4.3% | +2.6% |
| 6M | +12.0% | +25.0% | -13.0% | -6.3% |
| YTD | +15.3% | +26.0% | -10.7% | -4.1% |
| 1Y | +22.6% | +28.7% | -6.1% | +0.3% |
| 3Y | +74.7% | +160.9% | -86.2% | -17.0% |
| 5Y | +66.1% | +147.9% | -81.8% | -18.3% |
| All | +222.5% | +518.9% | -296.4% | -7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling