-97.0%
SMCX vs VOO
+39.6%
-136.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -4.4% |
| 7D | +9.9% | -0.4% | +10.2% | +11.7% |
| 30D | +42.4% | -1.4% | +43.8% | +54.0% |
| 3M | -40.8% | +3.7% | -44.5% | -43.3% |
| 6M | -45.5% | +13.0% | -58.5% | -55.8% |
| YTD | -43.3% | +12.4% | -55.8% | -51.4% |
| 1Y | -78.9% | +18.6% | -97.5% | -84.4% |
| All | -97.0% | +39.6% | -136.6% | -97.8% |
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