+112.2%
SM vs VOO
+81.6%
+30.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.1% |
| 7D | -0.2% | -0.4% | +0.1% | +0.1% |
| 30D | +20.3% | -1.4% | +21.7% | +22.0% |
| 3M | +22.9% | +3.7% | +19.2% | +16.1% |
| 6M | +47.8% | +13.0% | +34.8% | +23.4% |
| YTD | +107.5% | +12.4% | +95.0% | +74.3% |
| 1Y | +51.7% | +18.6% | +33.1% | +18.1% |
| 3Y | -0.9% | +78.1% | -78.9% | -53.9% |
| 5Y | +112.2% | +82.3% | +30.0% | +6.7% |
| All | +112.2% | +81.6% | +30.7% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling