-24.8%
SIM vs VOO
+78.4%
-103.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.3% | -8.7% | -7.0% |
| 7D | -6.3% | +0.1% | -6.4% | -6.4% |
| 30D | -15.1% | -3.3% | -11.8% | -14.3% |
| 3M | -20.9% | -2.4% | -18.5% | -20.4% |
| 6M | -18.9% | +2.6% | -21.5% | -19.7% |
| YTD | -17.9% | +11.3% | -29.1% | -20.8% |
| 1Y | -17.6% | +13.4% | -31.1% | -21.0% |
| 3Y | -24.8% | +80.3% | -105.1% | -36.6% |
| All | -24.8% | +78.4% | -103.2% | -36.6% |
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