+297.0%
VTI vs SIMO
+588.4%
-291.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.9% |
| 7D | -0.4% | +14.5% | -14.9% | -2.5% |
| 30D | -1.6% | +20.4% | -22.0% | -4.8% |
| 3M | +3.6% | +7.1% | -3.6% | +0.4% |
| 6M | +13.0% | +129.2% | -116.2% | -6.5% |
| YTD | +12.7% | +201.9% | -189.2% | -12.6% |
| 1Y | +18.4% | +235.5% | -217.1% | -10.6% |
| 3Y | +76.4% | +463.8% | -387.4% | +17.5% |
| 5Y | +73.7% | +306.7% | -233.0% | +18.7% |
| All | +297.0% | +588.4% | -291.4% | +121.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling