-93.7%
SMCL vs VOO
+28.3%
-122.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.3% | +17.5% | +12.1% |
| 7D | +2.9% | -0.9% | +3.8% | +9.3% |
| 30D | -47.2% | -2.3% | -44.8% | -37.8% |
| 3M | -25.6% | -1.2% | -24.5% | -14.8% |
| 6M | -56.9% | +3.3% | -60.3% | -53.0% |
| YTD | -68.5% | +12.3% | -80.9% | -71.5% |
| 1Y | -83.5% | +12.5% | -96.0% | -84.8% |
| All | -93.7% | +28.3% | -122.0% | -94.1% |
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