+220.0%
SIMO vs ITOT
+20.8%
+199.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.3% | +9.0% | +9.4% |
| 7D | +4.2% | +0.1% | +4.1% | +3.9% |
| 30D | +4.1% | 0.0% | +4.1% | +3.9% |
| 3M | -12.9% | +2.0% | -14.8% | -16.1% |
| 6M | +110.3% | +13.0% | +97.3% | +66.9% |
| YTD | +178.6% | +14.0% | +164.6% | +115.7% |
| 1Y | +220.0% | +19.9% | +200.1% | +107.3% |
| All | +220.0% | +20.8% | +199.2% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling