+12.5%
SIM vs VT
+57.9%
-45.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.5% | -1.6% | +2.1% | +1.0% |
| 30D | -7.1% | -2.5% | -4.6% | -6.5% |
| 3M | -9.4% | -1.3% | -8.1% | -9.1% |
| 6M | -7.2% | +3.1% | -10.3% | -8.0% |
| YTD | -12.3% | +10.9% | -23.3% | -14.9% |
| 1Y | -8.5% | +12.1% | -20.5% | -11.4% |
| 3Y | -22.2% | +73.9% | -96.1% | -32.1% |
| All | +12.5% | +57.9% | -45.4% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling