+54.4%
VXUS vs SIMO
+269.6%
-215.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.7% | -8.2% | -0.5% |
| 7D | +1.0% | +4.2% | -3.2% | +0.5% |
| 30D | +2.2% | +4.1% | -1.9% | +1.4% |
| 3M | +3.0% | -12.9% | +15.8% | +3.3% |
| 6M | +10.7% | +110.3% | -99.7% | -1.6% |
| YTD | +17.8% | +178.6% | -160.7% | +0.2% |
| 1Y | +27.6% | +220.0% | -192.4% | +5.8% |
| 3Y | +73.3% | +409.0% | -335.7% | +32.3% |
| All | +54.4% | +269.6% | -215.2% | +22.1% |
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