+384.8%
SIMO price history and return analytics
+215.5%
+169.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +3.9% |
| 7D | -22.0% | -2.3% | -19.7% | -19.5% |
| 30D | -43.0% | -5.0% | -38.1% | -39.0% |
| 3M | -39.1% | -4.9% | -34.3% | -34.7% |
| 6M | -33.3% | -1.5% | -31.7% | -30.0% |
| YTD | +77.0% | +8.5% | +68.5% | +67.6% |
| 1Y | +73.0% | +11.4% | +61.6% | +59.6% |
| 3Y | +215.7% | +70.1% | +145.6% | +97.7% |
| 5Y | +155.6% | +53.7% | +101.9% | +77.1% |
| All | +384.8% | +215.5% | +169.3% | +54.5% |
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 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