+221.8%
VT vs SPMO
+460.5%
-238.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.8% |
| 7D | +2.4% | +6.3% | -4.0% | -2.0% |
| 30D | -1.5% | -8.9% | +7.4% | +4.6% |
| 3M | -4.1% | -13.2% | +9.1% | +5.1% |
| 6M | +0.6% | -9.3% | +9.8% | +5.5% |
| YTD | +11.0% | +11.6% | -0.5% | -0.1% |
| 1Y | +13.3% | +13.4% | 0.0% | +0.7% |
| 3Y | +73.4% | +122.9% | -49.5% | -8.4% |
| 5Y | +57.4% | +113.9% | -56.5% | -14.7% |
| All | +221.8% | +460.5% | -238.7% | +4.2% |
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 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