+33.8%
VWO vs SPMO
+149.5%
-115.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | -1.8% | -0.9% | -0.8% | -1.3% |
| 30D | -0.1% | -1.9% | +1.8% | +0.9% |
| 3M | +2.2% | -1.4% | +3.6% | +2.4% |
| 6M | +8.8% | +25.5% | -16.7% | -4.5% |
| YTD | +12.4% | +24.8% | -12.4% | -1.1% |
| 1Y | +15.6% | +24.5% | -8.9% | +1.8% |
| 3Y | +62.5% | +157.1% | -94.6% | -6.8% |
| All | +33.8% | +149.5% | -115.6% | -23.4% |
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 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