+217.9%
SIMO vs VOO
+78.5%
+139.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -4.9% |
| 7D | +4.1% | +2.6% | +1.5% | -0.3% |
| 30D | -24.0% | -2.0% | -22.0% | -20.0% |
| 3M | -31.8% | -2.8% | -29.0% | -27.0% |
| 6M | -36.9% | +2.2% | -39.0% | -37.1% |
| YTD | +84.8% | +11.5% | +73.3% | +60.9% |
| 1Y | +99.0% | +13.5% | +85.5% | +68.8% |
| 3Y | +217.9% | +78.1% | +139.9% | +67.0% |
| All | +217.9% | +78.5% | +139.5% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling