+66.8%
VTRS vs SIMO
+216.2%
-149.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.6% |
| 7D | -3.3% | +12.5% | -15.8% | -3.7% |
| 30D | +1.4% | +18.4% | -17.0% | +0.8% |
| 3M | +4.6% | +5.6% | -1.0% | +3.1% |
| 6M | +18.1% | +116.9% | -98.8% | +4.6% |
| YTD | +34.7% | +188.4% | -153.7% | +14.2% |
| All | +66.8% | +216.2% | -149.4% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling