+250.5%
SMBK vs VOO
+325.3%
-74.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.6% |
| 7D | +0.7% | -0.8% | +1.5% | +1.4% |
| 30D | -0.6% | -1.1% | +0.5% | +0.4% |
| 3M | +16.7% | +3.9% | +12.8% | +12.3% |
| 6M | +37.8% | +13.6% | +24.1% | +21.6% |
| YTD | +42.1% | +12.7% | +29.3% | +26.3% |
| 1Y | +40.8% | +17.6% | +23.2% | +20.1% |
| 3Y | +142.2% | +77.3% | +64.8% | +40.2% |
| 5Y | +122.0% | +84.1% | +37.8% | +21.8% |
| All | +250.5% | +325.3% | -74.8% | -0.7% |
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 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