+78.8%
VZ vs SIMO
+418.6%
-339.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.7% | -9.6% | -0.5% |
| 7D | +0.1% | +4.2% | -4.2% | +0.3% |
| 30D | +7.9% | +4.1% | +3.8% | +8.3% |
| 3M | +13.6% | -12.9% | +26.5% | +13.6% |
| 6M | +1.1% | +110.3% | -109.3% | +4.3% |
| YTD | +29.3% | +178.6% | -149.3% | +35.0% |
| 1Y | +21.2% | +220.0% | -198.8% | +27.4% |
| All | +78.8% | +418.6% | -339.8% | +91.0% |
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