-97.9%
SMCZ vs VOO
+38.7%
-136.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.1% | +1.3% | -20.4% | -12.5% |
| 7D | -11.6% | -0.9% | -10.6% | -13.7% |
| 30D | +36.3% | -2.3% | +38.6% | +27.0% |
| 3M | -41.8% | -1.2% | -40.7% | -39.2% |
| 6M | -76.9% | +3.3% | -80.2% | -65.1% |
| YTD | -94.5% | +12.3% | -106.9% | -85.6% |
| 1Y | -91.8% | +12.5% | -104.3% | -77.5% |
| All | -97.9% | +38.7% | -136.6% | -84.9% |
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