+579.5%
SIMO vs VEU
+150.1%
+429.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.9% |
| 7D | +14.5% | +0.3% | +14.2% | +14.1% |
| 30D | +20.4% | +0.7% | +19.8% | +19.7% |
| 3M | +7.1% | +4.7% | +2.4% | +3.7% |
| 6M | +129.2% | +11.6% | +117.6% | +108.0% |
| YTD | +201.9% | +16.8% | +185.1% | +162.2% |
| 1Y | +235.5% | +24.9% | +210.6% | +174.4% |
| 3Y | +463.8% | +75.7% | +388.1% | +239.3% |
| 5Y | +306.7% | +56.1% | +250.6% | +173.1% |
| 10Y | +579.5% | +153.6% | +425.8% | +198.2% |
| All | +579.5% | +150.1% | +429.4% | +198.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VEU 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling