+2,213.0%
SIMO price history and return analytics
+374.2%
+1,838.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +4.2% | +0.4% | +3.8% | +3.7% |
| 30D | +4.1% | +1.0% | +3.1% | +3.0% |
| 3M | -12.9% | +2.4% | -15.3% | -13.8% |
| 6M | +110.3% | +12.0% | +98.3% | +88.3% |
| YTD | +178.6% | +15.3% | +163.2% | +141.9% |
| 1Y | +220.0% | +22.6% | +197.4% | +162.0% |
| 3Y | +409.0% | +74.7% | +334.4% | +191.1% |
| 5Y | +277.3% | +66.1% | +211.2% | +125.2% |
| 10Y | +506.6% | +225.0% | +281.6% | +70.4% |
| All | +2,213.0% | +374.2% | +1,838.8% | +216.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling