+349.0%
VZ vs SIMO
+1,993.5%
-1,644.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -14.4% | +14.3% | +0.6% |
| 7D | +5.6% | -31.4% | +37.0% | +7.3% |
| 30D | +1.9% | -45.2% | +47.0% | +4.4% |
| 3M | +0.8% | -36.5% | +37.3% | +2.2% |
| 6M | +0.6% | -34.2% | +34.8% | +1.0% |
| YTD | +20.8% | +69.9% | -49.1% | +13.3% |
| 1Y | +23.9% | +60.4% | -36.5% | +16.6% |
| 3Y | +55.7% | +203.1% | -147.4% | +38.7% |
| 5Y | +21.5% | +145.4% | -123.9% | +8.2% |
| 10Y | +68.5% | +368.9% | -300.4% | +38.6% |
| All | +349.0% | +1,993.5% | -1,644.5% | +169.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling