+157.9%
VXUS vs SPMO
+572.4%
-414.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.4% |
| 7D | +1.0% | +2.0% | -1.0% | -0.2% |
| 30D | +2.2% | -0.4% | +2.6% | +2.4% |
| 3M | +3.0% | -1.9% | +4.9% | +3.4% |
| 6M | +10.7% | +25.0% | -14.4% | -4.3% |
| YTD | +17.8% | +26.0% | -8.2% | +1.4% |
| 1Y | +27.6% | +28.7% | -1.1% | +8.3% |
| 3Y | +73.3% | +160.9% | -87.6% | -7.4% |
| 5Y | +54.3% | +147.9% | -93.6% | -15.5% |
| 10Y | +149.8% | +518.9% | -369.1% | -13.3% |
| All | +157.9% | +572.4% | -414.6% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling