+76.9%
VT vs SIMO
+252.8%
-175.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.6% | +11.3% | +2.7% |
| 7D | -0.3% | -16.9% | +16.6% | +1.5% |
| 30D | -1.4% | -35.4% | +33.9% | +2.7% |
| 3M | -1.4% | -31.9% | +30.5% | +1.5% |
| 6M | +5.5% | -19.3% | +24.8% | +5.0% |
| YTD | +12.8% | +98.5% | -85.6% | -5.4% |
| 1Y | +15.4% | +100.5% | -85.1% | -3.7% |
| All | +76.9% | +252.8% | -175.9% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling