+9.4%
SM vs VOO
+817.1%
-807.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.9% |
| 7D | +0.1% | +0.1% | 0.0% | -0.2% |
| 30D | +26.3% | +0.1% | +26.2% | +25.9% |
| 3M | +8.7% | +2.0% | +6.7% | +2.9% |
| 6M | +51.7% | +13.0% | +38.6% | +16.6% |
| YTD | +99.0% | +13.6% | +85.5% | +51.5% |
| 1Y | +34.6% | +20.1% | +14.5% | -7.9% |
| 3Y | -7.8% | +77.6% | -85.3% | -68.7% |
| 5Y | +104.8% | +82.4% | +22.3% | -34.3% |
| 10Y | +7.2% | +316.8% | -309.6% | -90.1% |
| All | +9.4% | +817.1% | -807.7% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling