+73.9%
VT vs SPMO
+128.1%
-54.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +9.8% | -6.9% | -2.3% |
| 30D | -2.5% | -9.2% | +6.7% | +2.6% |
| 3M | -3.3% | -11.0% | +7.6% | +2.7% |
| 6M | +1.5% | -6.6% | +8.2% | +3.7% |
| YTD | +11.4% | +13.3% | -2.0% | +0.2% |
| 1Y | +11.9% | +12.7% | -0.7% | +1.1% |
| All | +73.9% | +128.1% | -54.2% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling