+142.1%
SIM vs VOO
+317.9%
-175.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.3% | -8.7% | -7.2% |
| 7D | -6.3% | +0.1% | -6.4% | -6.5% |
| 30D | -15.1% | -3.3% | -11.8% | -14.2% |
| 3M | -20.9% | -2.4% | -18.5% | -20.4% |
| 6M | -18.9% | +2.6% | -21.5% | -19.9% |
| YTD | -17.9% | +11.3% | -29.2% | -21.4% |
| 1Y | -17.7% | +13.4% | -31.1% | -21.8% |
| 3Y | -24.8% | +80.3% | -105.1% | -40.7% |
| 5Y | -0.6% | +72.7% | -73.3% | -21.0% |
| 10Y | +142.1% | +310.0% | -167.9% | -14.8% |
| All | +142.1% | +317.9% | -175.7% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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