+15.5%
SM vs VOO
+309.6%
-294.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | +9.4% | +2.6% | +6.8% | +4.8% |
| 30D | -14.4% | -2.0% | -12.4% | -12.5% |
| 3M | +1.6% | -2.8% | +4.3% | +4.3% |
| 6M | +6.3% | +2.2% | +4.2% | -1.4% |
| YTD | +78.8% | +11.5% | +67.3% | +39.0% |
| 1Y | +83.1% | +13.5% | +69.6% | +37.6% |
| 3Y | -5.9% | +78.1% | -84.0% | -68.1% |
| 5Y | +4.8% | +73.1% | -68.3% | -62.7% |
| All | +15.5% | +309.6% | -294.2% | -86.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling