+67.8%
VTV vs SPMO
+155.8%
-88.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -1.1% | -0.9% | -0.2% | -0.8% |
| 30D | -1.0% | -1.9% | +0.9% | -0.4% |
| 3M | +4.6% | -1.4% | +6.0% | +4.5% |
| 6M | +13.5% | +25.5% | -12.0% | +1.5% |
| YTD | +18.5% | +24.8% | -6.3% | +6.1% |
| 1Y | +22.9% | +24.5% | -1.6% | +10.1% |
| 3Y | +67.8% | +157.1% | -89.3% | +5.0% |
| All | +67.8% | +155.8% | -88.0% | +5.0% |
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