+12.5%
SIM vs VT
+60.6%
-48.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | -9.4% | -1.4% | -8.0% | -9.1% |
| 3M | -9.4% | -1.4% | -8.0% | -9.1% |
| 6M | -7.2% | +5.5% | -12.6% | -8.6% |
| YTD | -12.3% | +12.8% | -25.2% | -15.3% |
| 1Y | -8.5% | +15.4% | -23.9% | -12.1% |
| 3Y | -22.2% | +76.9% | -99.1% | -32.4% |
| 5Y | +12.5% | +60.4% | -47.9% | -3.2% |
| All | +12.5% | +60.6% | -48.1% | -3.2% |
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