+16.5%
VXUS vs SPMO
+11.0%
+5.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.4% |
| 7D | +0.2% | -8.9% | +9.0% | +5.0% |
| 30D | -2.3% | -13.8% | +11.5% | +5.4% |
| 3M | -2.8% | -12.5% | +9.7% | +4.0% |
| 6M | +2.6% | -1.5% | +4.1% | +0.3% |
| YTD | +12.0% | +11.3% | +0.7% | +0.2% |
| 1Y | +16.5% | +11.5% | +5.1% | +4.1% |
| All | +16.5% | +11.0% | +5.6% | +4.1% |
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 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