+388.8%
SIMO vs VEU
+149.9%
+238.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.5% |
| 7D | +4.1% | +2.1% | +2.0% | +1.9% |
| 30D | -24.0% | -0.9% | -23.1% | -22.6% |
| 3M | -31.8% | -5.4% | -26.4% | -26.5% |
| 6M | -36.9% | -1.8% | -35.1% | -33.4% |
| YTD | +84.8% | +10.9% | +73.9% | +72.0% |
| 1Y | +99.0% | +13.6% | +85.4% | +81.0% |
| 3Y | +217.9% | +69.3% | +148.7% | +101.8% |
| 5Y | +171.5% | +48.1% | +123.4% | +95.4% |
| All | +388.8% | +149.9% | +238.9% | +104.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling