+11.4%
VT vs SIMO
+67.0%
-55.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -3.9% | 0.0% |
| 7D | -2.3% | -22.0% | +19.7% | -1.0% |
| 30D | -5.0% | -43.0% | +38.1% | -2.1% |
| 3M | -4.9% | -39.1% | +34.3% | -2.7% |
| 6M | -1.5% | -33.3% | +31.7% | -0.1% |
| YTD | +8.5% | +77.0% | -68.5% | +1.7% |
| 1Y | +11.4% | +73.0% | -61.6% | +4.8% |
| All | +11.4% | +67.0% | -55.6% | +4.8% |
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