+6.1%
SIM price history and return analytics
+53.4%
-47.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +1.4% | -2.3% | +3.7% | +2.0% |
| 30D | -9.4% | -5.0% | -4.5% | -8.2% |
| 3M | -13.4% | -4.9% | -8.5% | -12.3% |
| 6M | -13.4% | -1.5% | -11.8% | -13.2% |
| YTD | -12.3% | +8.5% | -20.8% | -14.4% |
| 1Y | -10.4% | +11.4% | -21.7% | -13.1% |
| 3Y | -23.5% | +70.1% | -93.6% | -32.7% |
| All | +6.1% | +53.4% | -47.3% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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