-0.1%
SIM vs VOO
+67.5%
-67.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +1.0% |
| 7D | +5.3% | -4.7% | +10.0% | +6.3% |
| 30D | -9.4% | -5.9% | -3.5% | -8.2% |
| 3M | -13.4% | -4.5% | -8.9% | -12.6% |
| 6M | -7.2% | +1.9% | -9.0% | -7.7% |
| YTD | -12.3% | +8.4% | -20.7% | -14.0% |
| 1Y | -8.5% | +9.5% | -17.9% | -10.4% |
| 3Y | -22.2% | +75.3% | -97.5% | -30.4% |
| 5Y | -0.1% | +67.9% | -67.9% | -10.6% |
| All | -0.1% | +67.5% | -67.6% | -10.6% |
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 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