-87.2%
SMCL vs VOO
+29.0%
-116.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +6.0% |
| 7D | +19.3% | +0.5% | +18.7% | +15.7% |
| 30D | +56.6% | -0.9% | +57.6% | +66.0% |
| 3M | -44.9% | +3.9% | -48.8% | -48.0% |
| 6M | -35.7% | +14.5% | -50.3% | -51.9% |
| YTD | -36.0% | +13.0% | -49.0% | -47.3% |
| 1Y | -72.4% | +19.4% | -91.8% | -80.8% |
| All | -87.2% | +29.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling