+4,820.4%
SIMO vs VOO
+798.5%
+4,021.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.3% | +3.3% | +2.9% |
| 7D | -8.2% | +0.1% | -8.2% | -7.8% |
| 30D | -34.6% | -3.3% | -31.3% | -31.2% |
| 3M | -32.6% | -2.4% | -30.2% | -29.8% |
| 6M | -31.8% | +2.6% | -34.4% | -32.2% |
| YTD | +87.6% | +11.3% | +76.3% | +70.9% |
| 1Y | +86.7% | +13.4% | +73.2% | +66.7% |
| 3Y | +227.4% | +80.3% | +147.2% | +81.7% |
| 5Y | +173.0% | +72.7% | +100.3% | +56.6% |
| 10Y | +409.6% | +310.0% | +99.6% | -6.0% |
| All | +4,820.4% | +798.5% | +4,021.9% | +175.4% |
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 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