+235.5%
SIMO vs VIG
+14.1%
+221.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +3.0% |
| 7D | +14.5% | -1.2% | +15.7% | +16.6% |
| 30D | +20.4% | -2.8% | +23.2% | +26.5% |
| 3M | +7.1% | +2.5% | +4.7% | +0.6% |
| 6M | +129.2% | +8.1% | +121.2% | +95.9% |
| YTD | +201.9% | +9.6% | +192.4% | +147.4% |
| 1Y | +235.5% | +14.2% | +221.4% | +144.9% |
| All | +235.5% | +14.1% | +221.4% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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