+322.5%
VOO vs SIMO
+548.4%
-225.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.5% | -0.8% |
| 7D | -0.4% | +14.5% | -14.9% | -2.5% |
| 30D | -1.4% | +20.4% | -21.8% | -4.5% |
| 3M | +3.7% | +7.1% | -3.4% | +0.7% |
| 6M | +13.0% | +129.2% | -116.2% | -5.9% |
| YTD | +12.4% | +201.9% | -189.5% | -12.0% |
| 1Y | +18.6% | +235.5% | -216.9% | -9.5% |
| 3Y | +78.1% | +463.8% | -385.8% | +20.2% |
| 5Y | +82.3% | +306.7% | -224.4% | +26.1% |
| 10Y | +322.5% | +579.5% | -256.9% | +139.5% |
| All | +322.5% | +548.4% | -225.9% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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