-33.9%
SMCY vs VOO
+40.8%
-74.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -1.8% |
| 7D | +3.2% | -0.4% | +3.5% | +3.9% |
| 30D | +21.4% | -1.4% | +22.7% | +25.0% |
| 3M | -5.5% | +3.7% | -9.2% | -10.6% |
| 6M | +6.7% | +13.0% | -6.3% | -11.3% |
| YTD | +16.8% | +12.4% | +4.3% | -1.7% |
| 1Y | -15.6% | +18.6% | -34.2% | -34.2% |
| All | -33.9% | +40.8% | -74.7% | -47.8% |
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