+76.5%
VUG vs SPMO
+145.0%
-68.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +1.1% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -1.6% | -0.7% | -0.9% | -1.1% |
| 3M | +4.4% | +2.8% | +1.5% | -0.1% |
| 6M | +13.2% | +24.4% | -11.2% | -11.0% |
| YTD | +7.5% | +24.2% | -16.7% | -15.4% |
| 1Y | +12.5% | +24.5% | -12.0% | -11.7% |
| 3Y | +86.0% | +155.6% | -69.6% | -31.3% |
| 5Y | +76.5% | +148.2% | -71.7% | -32.7% |
| All | +76.5% | +145.0% | -68.5% | -32.7% |
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