-23.5%
SIM vs VOO
+75.0%
-98.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +1.3% |
| 7D | +5.3% | -4.7% | +10.0% | +6.7% |
| 30D | -9.4% | -5.9% | -3.5% | -7.8% |
| 3M | -13.4% | -4.5% | -8.9% | -12.3% |
| 6M | -7.2% | +1.9% | -9.0% | -8.0% |
| YTD | -12.3% | +8.4% | -20.7% | -14.8% |
| 1Y | -8.5% | +9.5% | -17.9% | -11.3% |
| All | -23.5% | +75.0% | -98.5% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling