+100.5%
SIMO vs VOO
+14.7%
+85.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.6% | -11.2% | -13.5% |
| 7D | -16.9% | -0.7% | -16.2% | -15.4% |
| 30D | -35.4% | -1.1% | -34.3% | -33.0% |
| 3M | -31.9% | -0.3% | -31.5% | -30.6% |
| 6M | -19.3% | +7.4% | -26.7% | -28.2% |
| YTD | +98.5% | +13.4% | +85.1% | +61.1% |
| 1Y | +100.5% | +14.8% | +85.7% | +58.4% |
| All | +100.5% | +14.7% | +85.8% | +58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling