+43.2%
SMCO vs VOO
+73.3%
-30.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.2% |
| 7D | -1.7% | -0.8% | -0.9% | -1.0% |
| 30D | -7.7% | -1.1% | -6.7% | -6.8% |
| 3M | -5.6% | +3.9% | -9.4% | -9.1% |
| 6M | +3.8% | +13.6% | -9.8% | -8.7% |
| YTD | +5.9% | +12.7% | -6.8% | -6.1% |
| 1Y | +5.4% | +17.6% | -12.2% | -10.4% |
| All | +43.2% | +73.3% | -30.1% | -19.5% |
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