+1,165.7%
SMBC vs VOO
+803.9%
+361.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | +0.4% | +3.3% | -2.8% | -1.7% |
| 30D | +2.2% | -2.7% | +4.9% | +4.0% |
| 3M | -8.1% | -1.7% | -6.3% | -7.1% |
| 6M | +5.2% | +3.1% | +2.1% | +2.6% |
| YTD | +21.3% | +11.9% | +9.4% | +11.7% |
| 1Y | +31.8% | +12.1% | +19.7% | +21.2% |
| 3Y | +77.1% | +78.6% | -1.5% | +20.9% |
| 5Y | +35.0% | +73.8% | -38.8% | -7.0% |
| 10Y | +206.7% | +312.3% | -105.6% | +42.2% |
| All | +1,165.7% | +803.9% | +361.9% | +532.8% |
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