+100.5%
SIMO vs VLTO
+18.3%
+82.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.6% | -10.2% | -9.2% |
| 7D | -16.9% | +13.8% | -30.7% | -9.7% |
| 30D | -35.4% | +21.2% | -56.5% | -27.6% |
| 3M | -31.9% | +21.5% | -53.4% | -23.2% |
| 6M | -19.3% | +33.0% | -52.3% | -10.5% |
| YTD | +98.5% | +17.8% | +80.7% | +114.3% |
| 1Y | +100.5% | +18.1% | +82.4% | +116.2% |
| All | +100.5% | +18.3% | +82.2% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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