+227.4%
SIMO vs VOO
+78.4%
+149.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.3% | +3.3% | +1.4% |
| 7D | -8.2% | +0.1% | -8.2% | -7.8% |
| 30D | -34.6% | -3.3% | -31.3% | -29.5% |
| 3M | -32.6% | -2.4% | -30.2% | -28.4% |
| 6M | -31.8% | +2.6% | -34.4% | -32.6% |
| YTD | +87.6% | +11.3% | +76.3% | +63.7% |
| 1Y | +86.7% | +13.4% | +73.2% | +58.4% |
| 3Y | +227.4% | +80.3% | +147.2% | +71.9% |
| All | +227.4% | +78.4% | +149.0% | +71.9% |
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 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