-87.4%
SMCL vs VOO
+28.8%
-116.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +0.8% | +13.4% | +9.8% |
| 7D | +1.2% | -0.8% | +2.0% | +6.0% |
| 30D | +8.5% | -1.1% | +9.6% | +16.4% |
| 3M | +22.1% | +3.9% | +18.2% | +5.4% |
| 6M | -38.7% | +13.6% | -52.3% | -52.0% |
| YTD | -37.2% | +12.7% | -49.9% | -47.2% |
| 1Y | -77.4% | +17.6% | -94.9% | -83.1% |
| All | -87.4% | +28.8% | -116.2% | -89.2% |
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