+12.1%
VOO vs SIMO
+92.3%
-80.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | -0.2% |
| 7D | +3.3% | +14.9% | -11.6% | +2.4% |
| 30D | -2.7% | -27.0% | +24.3% | -1.4% |
| 3M | -1.7% | -25.4% | +23.6% | -0.9% |
| 6M | +3.1% | -30.3% | +33.4% | +3.9% |
| YTD | +11.9% | +95.8% | -83.8% | +3.5% |
| 1Y | +12.1% | +100.0% | -88.0% | +2.7% |
| All | +12.1% | +92.3% | -80.2% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling