-2.8%
SIM vs VOO
+72.8%
-75.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -6.3% | -0.6% | -5.7% | -6.2% |
| 30D | -15.1% | -3.6% | -11.5% | -14.5% |
| 3M | -20.9% | -2.7% | -18.2% | -20.4% |
| 6M | -18.9% | +2.2% | -21.1% | -19.4% |
| YTD | -17.9% | +10.9% | -28.8% | -19.9% |
| 1Y | -16.7% | +11.3% | -28.1% | -18.9% |
| 3Y | -24.8% | +76.9% | -101.7% | -33.0% |
| 5Y | -2.8% | +73.5% | -76.3% | -12.9% |
| All | -2.8% | +72.8% | -75.6% | -12.9% |
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