+167.9%
VSH vs SIMO
+515.6%
-347.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.2% | -3.4% |
| 7D | +6.2% | +14.6% | -8.4% | +0.7% |
| 30D | -11.1% | +6.2% | -17.3% | -13.7% |
| 3M | -44.9% | +3.6% | -48.5% | -46.0% |
| 6M | +90.0% | +130.8% | -40.8% | +36.7% |
| YTD | +118.8% | +195.8% | -77.0% | +41.7% |
| 1Y | +109.0% | +225.0% | -116.0% | +30.4% |
| 3Y | +35.6% | +452.3% | -416.7% | -31.4% |
| 5Y | +66.7% | +303.6% | -236.9% | -12.9% |
| 10Y | +167.9% | +528.8% | -360.8% | +5.6% |
| All | +167.9% | +515.6% | -347.7% | +5.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling