-8.8%
SMCI vs VOO
+18.2%
-27.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.4% | +4.1% |
| 7D | +1.3% | -0.8% | +2.1% | +4.4% |
| 30D | +6.6% | -1.1% | +7.7% | +11.3% |
| 3M | +25.4% | +3.9% | +21.5% | +9.7% |
| 6M | +26.1% | +13.6% | +12.5% | -11.5% |
| YTD | +37.0% | +12.7% | +24.3% | -1.2% |
| 1Y | -8.8% | +17.6% | -26.3% | -40.7% |
| All | -8.8% | +18.2% | -27.0% | -40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling