+55.9%
VZ vs SIMO
+214.6%
-158.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.2% | -5.1% | -0.7% |
| 7D | +2.1% | -22.0% | +24.1% | +0.7% |
| 30D | +1.4% | -43.0% | +44.4% | -1.5% |
| 3M | -1.3% | -39.1% | +37.9% | -3.4% |
| 6M | -0.5% | -33.3% | +32.8% | -2.1% |
| YTD | +19.6% | +77.0% | -57.3% | +22.4% |
| 1Y | +22.4% | +73.0% | -50.6% | +25.2% |
| 3Y | +55.9% | +215.7% | -159.8% | +65.1% |
| All | +55.9% | +214.6% | -158.7% | +65.1% |
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 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