+57.3%
VZ vs SIMO
+202.0%
-144.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -14.4% | +14.3% | -1.0% |
| 7D | +5.6% | -31.4% | +37.0% | +3.4% |
| 30D | +1.9% | -45.2% | +47.0% | -1.3% |
| 3M | +0.8% | -36.5% | +37.3% | -1.3% |
| 6M | +0.6% | -34.2% | +34.8% | -1.1% |
| YTD | +20.8% | +69.9% | -49.1% | +23.3% |
| 1Y | +23.9% | +60.4% | -36.5% | +26.3% |
| All | +57.3% | +202.0% | -144.7% | +66.3% |
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