+4.8%
SMA vs VOO
+38.6%
-33.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | -3.2% | -2.0% | -1.2% | -2.5% |
| 30D | -5.4% | -1.7% | -3.8% | -4.9% |
| 3M | -1.4% | +4.7% | -6.1% | -3.1% |
| 6M | +2.1% | +12.6% | -10.5% | -2.7% |
| YTD | +7.1% | +11.8% | -4.7% | +2.3% |
| 1Y | -11.1% | +17.5% | -28.6% | -16.1% |
| All | +4.8% | +38.6% | -33.8% | -4.3% |
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 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