+217.9%
SIMO vs VO
+66.5%
+151.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | +4.1% | +3.1% | +1.0% | -0.3% |
| 30D | -24.0% | +2.2% | -26.2% | -25.7% |
| 3M | -31.8% | -2.5% | -29.3% | -28.4% |
| 6M | -36.9% | +7.0% | -43.8% | -41.4% |
| YTD | +84.8% | +14.0% | +70.8% | +56.6% |
| 1Y | +99.0% | +15.6% | +83.3% | +65.3% |
| 3Y | +217.9% | +66.2% | +151.8% | +96.1% |
| All | +217.9% | +66.5% | +151.4% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling