-98.0%
SMCZ vs VOO
+38.0%
-136.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.4% | +3.8% |
| 7D | 0.0% | -2.0% | +1.9% | -9.7% |
| 30D | -44.2% | -1.7% | -42.6% | -47.7% |
| 3M | -73.3% | +4.7% | -78.0% | -63.3% |
| 6M | -91.3% | +12.6% | -103.8% | -79.6% |
| YTD | -94.8% | +11.8% | -106.5% | -87.6% |
| 1Y | -91.9% | +17.5% | -109.5% | -75.5% |
| All | -98.0% | +38.0% | -136.0% | -87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling