+6.8%
VNQ vs SIMO
+220.5%
-213.7%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | -0.9% |
| 7D | -2.6% | +12.5% | -15.2% | -2.5% |
| 30D | -2.3% | +18.4% | -20.8% | -2.1% |
| 3M | -2.8% | +5.6% | -8.4% | -2.9% |
| 6M | +2.5% | +116.9% | -114.4% | +1.0% |
| YTD | +8.4% | +188.4% | -180.0% | +4.9% |
| 1Y | +6.8% | +221.3% | -214.5% | +2.4% |
| All | +6.8% | +220.5% | -213.7% | +2.4% |
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