+65.2%
VTI vs SIMO
+184.2%
-119.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | -0.2% |
| 7D | +3.4% | +14.9% | -11.5% | +1.6% |
| 30D | -2.3% | -27.0% | +24.7% | +0.7% |
| 3M | -2.2% | -25.4% | +23.2% | -0.2% |
| 6M | +3.3% | -30.3% | +33.5% | +4.6% |
| YTD | +12.1% | +95.8% | -83.7% | -5.6% |
| 1Y | +12.2% | +100.0% | -87.8% | -5.9% |
| 3Y | +78.0% | +238.3% | -160.2% | +32.4% |
| 5Y | +65.2% | +187.6% | -122.3% | +22.9% |
| All | +65.2% | +184.2% | -119.0% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling