+54.3%
VXUS vs SPMO
+149.2%
-94.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | +0.3% | +2.7% | -2.4% | -1.2% |
| 30D | +0.7% | +1.1% | -0.4% | 0.0% |
| 3M | +4.8% | +2.0% | +2.7% | +2.8% |
| 6M | +11.3% | +26.5% | -15.2% | -4.1% |
| YTD | +16.5% | +26.5% | -10.0% | +0.4% |
| 1Y | +24.3% | +27.9% | -3.7% | +6.2% |
| 3Y | +74.5% | +160.4% | -85.9% | -8.3% |
| 5Y | +54.3% | +151.5% | -97.2% | -18.6% |
| All | +54.3% | +149.2% | -94.9% | -18.6% |
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