+53.4%
VT vs SPMO
+101.1%
-47.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.8% |
| 7D | -2.3% | -8.7% | +6.4% | +3.4% |
| 30D | -5.0% | -18.7% | +13.7% | +8.4% |
| 3M | -4.9% | -16.4% | +11.5% | +6.3% |
| 6M | -1.5% | -11.9% | +10.3% | +4.6% |
| YTD | +8.5% | +4.9% | +3.6% | +1.3% |
| 1Y | +11.4% | +6.2% | +5.2% | +3.0% |
| 3Y | +70.1% | +115.1% | -45.0% | -11.5% |
| All | +53.4% | +101.1% | -47.7% | -17.1% |
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