+141.5%
VXUS vs SPMO
+495.2%
-353.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.9% |
| 7D | +2.1% | +6.3% | -4.2% | -1.6% |
| 30D | -1.1% | -8.9% | +7.7% | +4.1% |
| 3M | -5.6% | -13.2% | +7.6% | +2.2% |
| 6M | -2.3% | -9.3% | +7.0% | +2.3% |
| YTD | +10.4% | +11.6% | -1.2% | +1.7% |
| 1Y | +13.1% | +13.4% | -0.3% | +3.1% |
| 3Y | +68.0% | +122.9% | -54.9% | -1.6% |
| 5Y | +45.8% | +113.9% | -68.1% | -13.1% |
| 10Y | +144.7% | +460.5% | -315.8% | -9.6% |
| All | +141.5% | +495.2% | -353.7% | -13.2% |
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