-79.5%
SMC vs VOO
+568.3%
-647.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.5% |
| 7D | +13.1% | +2.6% | +10.5% | +9.3% |
| 30D | +1.4% | -2.0% | +3.4% | +4.1% |
| 3M | -11.8% | -2.8% | -9.1% | -8.6% |
| 6M | +1.1% | +2.2% | -1.0% | -3.0% |
| YTD | +15.0% | +11.5% | +3.5% | -3.1% |
| 1Y | +30.6% | +13.5% | +17.1% | +7.1% |
| 3Y | +47.1% | +78.1% | -31.0% | -37.6% |
| 5Y | +1.1% | +73.1% | -72.0% | -57.6% |
| 10Y | -85.6% | +310.7% | -396.3% | -97.8% |
| All | -79.5% | +568.3% | -647.8% | -97.8% |
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