+24.6%
VEA vs SIMO
+220.5%
-195.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.2% | -0.9% |
| 7D | -2.1% | +12.5% | -14.6% | -3.0% |
| 30D | -1.1% | +18.4% | -19.5% | -2.4% |
| 3M | +5.1% | +5.6% | -0.5% | +4.0% |
| 6M | +9.8% | +116.9% | -107.1% | +2.9% |
| YTD | +15.9% | +188.4% | -172.5% | +5.0% |
| 1Y | +24.6% | +221.3% | -196.7% | +10.9% |
| All | +24.6% | +220.5% | -195.9% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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