+423.5%
SIMO vs VLTO
+27.2%
+396.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.6% | +10.3% | +9.1% |
| 7D | +4.2% | -2.3% | +6.5% | +4.9% |
| 30D | +4.1% | -0.9% | +5.0% | +4.2% |
| 3M | -12.9% | +13.8% | -26.7% | -19.2% |
| 6M | +110.3% | +2.0% | +108.3% | +105.3% |
| YTD | +178.6% | -3.2% | +181.8% | +176.7% |
| 1Y | +220.0% | -9.2% | +229.2% | +227.6% |
| All | +423.5% | +27.2% | +396.4% | +389.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling