+100.5%
SIMO price history and return analytics
+15.2%
+85.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -13.5% |
| 7D | -16.9% | -0.3% | -16.6% | -16.4% |
| 30D | -35.4% | -1.4% | -33.9% | -32.6% |
| 3M | -31.9% | -1.4% | -30.5% | -28.8% |
| 6M | -19.3% | +5.5% | -24.8% | -23.4% |
| YTD | +98.5% | +12.8% | +85.6% | +68.8% |
| 1Y | +100.5% | +15.4% | +85.1% | +61.5% |
| All | +100.5% | +15.2% | +85.3% | +61.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling