+100.4%
SIMO vs VO
+15.0%
+85.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.3% | +7.4% | +6.4% |
| 7D | +0.9% | +0.2% | +0.7% | +1.4% |
| 30D | -25.4% | +2.0% | -27.4% | -27.0% |
| 3M | -17.8% | -0.3% | -17.5% | -16.2% |
| 6M | -29.6% | +7.3% | -36.8% | -34.2% |
| YTD | +100.3% | +15.0% | +85.3% | +69.4% |
| 1Y | +100.4% | +14.7% | +85.7% | +70.6% |
| All | +100.4% | +15.0% | +85.4% | +70.6% |
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