+7,205.8%
SIMO vs VOO
+817.1%
+6,388.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +9.1% |
| 7D | +4.2% | +0.1% | +4.1% | +4.0% |
| 30D | +4.1% | +0.1% | +4.0% | +4.0% |
| 3M | -12.9% | +2.0% | -14.9% | -13.9% |
| 6M | +110.3% | +13.0% | +97.3% | +85.4% |
| YTD | +178.6% | +13.6% | +165.0% | +144.5% |
| 1Y | +220.0% | +20.1% | +199.9% | +166.0% |
| 3Y | +409.0% | +77.6% | +331.5% | +183.0% |
| 5Y | +277.3% | +82.4% | +194.9% | +100.2% |
| 10Y | +506.6% | +316.8% | +189.8% | +8.5% |
| All | +7,205.8% | +817.1% | +6,388.7% | +294.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling