+1.5%
SIM vs VOO
+72.6%
-71.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -6.3% | +2.6% | -8.9% | -6.9% |
| 30D | -11.4% | -2.0% | -9.4% | -11.0% |
| 3M | -20.1% | -2.8% | -17.4% | -19.7% |
| 6M | -18.9% | +2.2% | -21.0% | -19.4% |
| YTD | -17.9% | +11.5% | -29.4% | -20.0% |
| 1Y | -13.3% | +13.5% | -26.8% | -15.9% |
| 3Y | -24.8% | +78.1% | -102.9% | -33.1% |
| All | +1.5% | +72.6% | -71.1% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling