-80.1%
SMCL vs VOO
+17.3%
-97.4%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -3.5% |
| 7D | -3.5% | -2.0% | -1.5% | +11.8% |
| 30D | +30.0% | -1.7% | +31.6% | +49.3% |
| 3M | +26.2% | +4.7% | +21.4% | -7.2% |
| 6M | -46.4% | +12.6% | -59.0% | -62.3% |
| YTD | -45.0% | +11.8% | -56.8% | -58.4% |
| 1Y | -80.1% | +17.5% | -97.7% | -87.4% |
| All | -80.1% | +17.3% | -97.4% | -87.4% |
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