+434.6%
SIMO price history and return analytics
+224.4%
+210.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.1% | +7.5% | +7.3% |
| 7D | +0.9% | -0.7% | +1.6% | +2.5% |
| 30D | -25.4% | -1.7% | -23.6% | -23.0% |
| 3M | -17.8% | -2.3% | -15.4% | -14.3% |
| 6M | -29.6% | +1.5% | -31.1% | -28.6% |
| YTD | +100.3% | +12.0% | +88.3% | +83.0% |
| 1Y | +100.4% | +12.9% | +87.5% | +82.0% |
| 3Y | +246.1% | +74.9% | +171.1% | +109.8% |
| 5Y | +189.8% | +59.9% | +129.9% | +92.1% |
| 10Y | +434.6% | +224.6% | +210.0% | +56.8% |
| All | +434.6% | +224.4% | +210.2% | +56.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling