+108.4%
VSH vs SIMO
+97.3%
+11.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.7% | +0.1% | +4.7% |
| 7D | +12.8% | +0.9% | +11.8% | +12.9% |
| 30D | -9.0% | -25.4% | +16.4% | +3.4% |
| 3M | -12.2% | -17.8% | +5.6% | -4.9% |
| 6M | -15.9% | -29.6% | +13.6% | -1.8% |
| YTD | +103.2% | +100.3% | +2.9% | +69.7% |
| 1Y | +108.4% | +100.4% | +8.1% | +73.9% |
| All | +108.4% | +97.3% | +11.1% | +73.9% |
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