+71.6%
SM vs VOO
+14.7%
+56.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +1.6% | -16.9% | -13.4% |
| 7D | -21.5% | -0.7% | -20.8% | -21.7% |
| 30D | -11.4% | -1.1% | -10.3% | -11.8% |
| 3M | +0.6% | -0.3% | +1.0% | +1.2% |
| 6M | +0.2% | +7.4% | -7.1% | +8.8% |
| YTD | +69.7% | +13.4% | +56.3% | +96.8% |
| 1Y | +71.6% | +14.8% | +56.8% | +99.3% |
| All | +71.6% | +14.7% | +56.9% | +99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling