+99.0%
SIMO price history and return analytics
+11.9%
+87.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -4.9% |
| 7D | +4.1% | +2.4% | +1.8% | -1.2% |
| 30D | -24.0% | -1.5% | -22.5% | -19.8% |
| 3M | -31.8% | -4.1% | -27.6% | -23.1% |
| 6M | -36.9% | +0.6% | -37.4% | -34.2% |
| YTD | +84.8% | +11.0% | +73.8% | +67.1% |
| 1Y | +99.0% | +13.3% | +85.6% | +70.7% |
| All | +99.0% | +11.9% | +87.1% | +70.7% |
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