+100.5%
SIMO vs VO
+16.3%
+84.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.9% | -10.4% | -10.9% |
| 7D | -16.9% | +1.0% | -17.9% | -18.2% |
| 30D | -35.4% | +2.6% | -38.0% | -37.8% |
| 3M | -31.9% | -0.3% | -31.6% | -31.2% |
| 6M | -19.3% | +7.6% | -26.9% | -25.3% |
| YTD | +98.5% | +14.7% | +83.7% | +66.9% |
| 1Y | +100.5% | +16.4% | +84.1% | +64.2% |
| All | +100.5% | +16.3% | +84.2% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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