+3.2%
SMC vs VOO
+74.6%
-71.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | +16.9% | +3.3% | +13.6% | +14.1% |
| 30D | -3.0% | -2.7% | -0.3% | -0.9% |
| 3M | -9.4% | -1.7% | -7.7% | -8.2% |
| 6M | +5.6% | +3.1% | +2.5% | +2.8% |
| YTD | +17.4% | +11.9% | +5.4% | +6.6% |
| 1Y | +37.7% | +12.1% | +25.6% | +24.8% |
| 3Y | +53.4% | +78.6% | -25.2% | -1.2% |
| 5Y | +3.2% | +73.8% | -70.6% | -32.7% |
| All | +3.2% | +74.6% | -71.4% | -32.7% |
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