+328.7%
VTI vs SPMO
+562.6%
-233.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.7% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -1.9% | -0.7% | -1.3% | -1.6% |
| 3M | +4.5% | +2.8% | +1.7% | +0.9% |
| 6M | +12.6% | +24.4% | -11.8% | -7.0% |
| YTD | +12.0% | +24.2% | -12.2% | -7.5% |
| 1Y | +17.3% | +24.5% | -7.2% | -3.3% |
| 3Y | +75.3% | +155.6% | -80.2% | -19.4% |
| 5Y | +74.0% | +148.2% | -74.2% | -18.2% |
| 10Y | +300.0% | +514.8% | -214.8% | +12.7% |
| All | +328.7% | +562.6% | -233.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling