+220.0%
SIMO vs VTEB
+3.1%
+216.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +4.2% | -0.8% | +5.0% | +5.1% |
| 30D | +4.1% | -1.3% | +5.4% | +5.3% |
| 3M | -12.9% | -2.1% | -10.7% | -9.7% |
| 6M | +110.3% | -1.7% | +112.0% | +117.3% |
| YTD | +178.6% | -0.6% | +179.1% | +178.8% |
| 1Y | +220.0% | +3.1% | +216.9% | +180.9% |
| All | +220.0% | +3.1% | +216.9% | +180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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