+12.9%
VUG vs SPMO
+24.6%
-11.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | -0.5% | -0.9% | +0.5% | 0.0% |
| 30D | -1.0% | -1.9% | +1.0% | 0.0% |
| 3M | +3.5% | -1.4% | +4.9% | +3.1% |
| 6M | +14.2% | +25.5% | -11.3% | -7.2% |
| YTD | +8.5% | +24.8% | -16.3% | -11.4% |
| 1Y | +12.9% | +24.5% | -11.6% | -7.4% |
| All | +12.9% | +24.6% | -11.8% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling