+579.5%
SIMO vs VOO
+315.3%
+264.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.5% | +2.6% |
| 7D | +14.5% | -0.4% | +14.9% | +14.8% |
| 30D | +20.4% | -1.4% | +21.8% | +22.1% |
| 3M | +7.1% | +3.7% | +3.4% | +3.9% |
| 6M | +129.2% | +13.0% | +116.2% | +105.1% |
| YTD | +201.9% | +12.4% | +189.5% | +172.1% |
| 1Y | +235.5% | +18.6% | +216.9% | +189.2% |
| 3Y | +463.8% | +78.1% | +385.8% | +244.9% |
| 5Y | +306.7% | +82.3% | +224.4% | +142.7% |
| 10Y | +579.5% | +322.5% | +256.9% | +77.9% |
| All | +579.5% | +315.3% | +264.1% | +77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling