+57.9%
VT vs SPMO
+118.7%
-60.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +9.8% | -6.9% | -3.2% |
| 30D | -2.5% | -9.2% | +6.7% | +3.4% |
| 3M | -3.3% | -11.0% | +7.6% | +3.7% |
| 6M | +1.5% | -6.6% | +8.2% | +4.1% |
| YTD | +11.4% | +13.3% | -2.0% | -1.1% |
| 1Y | +11.9% | +12.7% | -0.7% | -0.2% |
| 3Y | +73.9% | +127.5% | -53.6% | -12.4% |
| 5Y | +57.9% | +117.4% | -59.5% | -18.8% |
| All | +57.9% | +118.7% | -60.8% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling