+160.2%
SIM vs VOO
+309.9%
-149.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +1.4% | -2.7% | +4.1% | +2.3% |
| 30D | -9.4% | -5.4% | -4.0% | -7.6% |
| 3M | -13.4% | -4.1% | -9.4% | -12.2% |
| 6M | -13.4% | +0.7% | -14.1% | -13.8% |
| YTD | -12.3% | +8.7% | -21.1% | -15.3% |
| 1Y | -10.4% | +11.0% | -21.3% | -14.1% |
| 3Y | -23.5% | +75.5% | -99.0% | -39.0% |
| 5Y | -0.1% | +68.4% | -68.4% | -19.8% |
| All | +160.2% | +309.9% | -149.7% | -3.3% |
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