+112.0%
VSH vs SIMO
+226.2%
-114.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.7% | -4.3% | +0.9% |
| 7D | +4.1% | +4.2% | -0.2% | +2.3% |
| 30D | -4.2% | +4.1% | -8.2% | -6.7% |
| 3M | -50.0% | -12.9% | -37.1% | -47.7% |
| 6M | +80.2% | +110.3% | -30.2% | +44.7% |
| YTD | +121.1% | +178.6% | -57.5% | +52.7% |
| 1Y | +112.0% | +220.0% | -108.0% | +36.0% |
| All | +112.0% | +226.2% | -114.2% | +36.0% |
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