+100.5%
SIMO vs VSXY
+210.1%
-109.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +8.4% | -18.0% | -11.0% |
| 7D | -16.9% | +14.2% | -31.1% | -19.0% |
| 30D | -35.4% | +21.9% | -57.2% | -37.9% |
| 3M | -31.9% | +22.1% | -54.0% | -35.0% |
| 6M | -19.3% | +116.7% | -136.0% | -32.7% |
| YTD | +98.5% | +101.1% | -2.7% | +62.5% |
| 1Y | +100.5% | +208.0% | -107.5% | +40.4% |
| All | +100.5% | +210.1% | -109.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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