+73.0%
SIMO vs VO
+11.7%
+61.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.4% |
| 7D | -22.0% | -2.6% | -19.4% | -17.8% |
| 30D | -43.0% | -0.9% | -42.1% | -41.2% |
| 3M | -39.1% | -3.0% | -36.1% | -34.9% |
| 6M | -33.3% | +2.2% | -35.5% | -32.6% |
| YTD | +77.0% | +10.6% | +66.4% | +61.3% |
| 1Y | +73.0% | +12.5% | +60.5% | +53.4% |
| All | +73.0% | +11.7% | +61.3% | +53.4% |
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