+111.1%
VMO price history and return analytics
+364.8%
-253.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -1.4% | -2.0% | +0.6% | -0.8% |
| 30D | -4.6% | -1.4% | -3.2% | -4.2% |
| 3M | -1.9% | +4.7% | -6.7% | -3.2% |
| 6M | -1.6% | +11.4% | -13.0% | -4.5% |
| YTD | +2.5% | +13.1% | -10.5% | -0.9% |
| 1Y | +6.6% | +19.0% | -12.4% | +1.5% |
| 3Y | +30.0% | +73.9% | -44.0% | +11.3% |
| 5Y | -8.7% | +65.4% | -74.1% | -21.3% |
| 10Y | +15.4% | +225.4% | -210.0% | -18.4% |
| All | +111.1% | +364.8% | -253.7% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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