+73.0%
SIMO vs VLTO
+18.3%
+54.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.4% |
| 7D | -22.0% | +5.4% | -27.4% | -19.1% |
| 30D | -43.0% | +22.3% | -65.4% | -35.8% |
| 3M | -39.1% | +19.6% | -58.8% | -31.5% |
| 6M | -33.3% | +35.2% | -68.4% | -26.5% |
| YTD | +77.0% | +17.9% | +59.1% | +91.0% |
| 1Y | +73.0% | +19.5% | +53.5% | +86.8% |
| All | +73.0% | +18.3% | +54.8% | +86.8% |
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