+77.4%
VTI vs SIMO
+462.5%
-385.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.7% | -1.3% |
| 7D | +0.6% | +14.6% | -14.0% | -1.0% |
| 30D | -1.1% | +6.2% | -7.3% | -2.1% |
| 3M | +3.9% | +3.6% | +0.3% | +2.0% |
| 6M | +14.6% | +130.8% | -116.2% | -3.0% |
| YTD | +13.3% | +195.8% | -182.5% | -10.4% |
| 1Y | +19.2% | +225.0% | -205.8% | -8.7% |
| 3Y | +77.4% | +452.3% | -374.9% | +10.6% |
| All | +77.4% | +462.5% | -385.1% | +10.6% |
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