+294.5%
VTI vs SIMO
+557.5%
-263.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.1% |
| 7D | -2.0% | +12.5% | -14.6% | -3.9% |
| 30D | -1.9% | +18.4% | -20.4% | -4.9% |
| 3M | +4.5% | +5.6% | -1.1% | +1.6% |
| 6M | +12.6% | +116.9% | -104.3% | -6.1% |
| YTD | +12.0% | +188.4% | -176.4% | -12.5% |
| 1Y | +17.3% | +221.3% | -203.9% | -10.8% |
| 3Y | +75.3% | +438.6% | -363.2% | +17.6% |
| 5Y | +74.0% | +287.9% | -213.9% | +19.8% |
| All | +294.5% | +557.5% | -263.0% | +121.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling