+170.0%
SIMO vs VTEB
+2.5%
+167.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.4% |
| 7D | +4.1% | -1.2% | +5.3% | +4.9% |
| 30D | -24.0% | +2.5% | -26.4% | -25.4% |
| 3M | -31.8% | -1.7% | -30.1% | -30.6% |
| 6M | -36.9% | -1.2% | -35.7% | -36.0% |
| YTD | +84.8% | -0.5% | +85.3% | +86.2% |
| 1Y | +99.0% | -0.1% | +99.1% | +99.8% |
| 3Y | +217.9% | +10.5% | +207.5% | +188.2% |
| All | +170.0% | +2.5% | +167.5% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling