-98.2%
SMCZ vs VOO
+39.5%
-137.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -6.1% |
| 7D | -18.6% | +0.5% | -19.1% | -16.5% |
| 30D | -52.8% | -0.9% | -51.9% | -54.2% |
| 3M | -58.2% | +3.9% | -62.0% | -43.3% |
| 6M | -92.6% | +14.5% | -107.1% | -81.2% |
| YTD | -95.4% | +13.0% | -108.4% | -88.5% |
| 1Y | -94.2% | +19.4% | -113.6% | -81.2% |
| All | -98.2% | +39.5% | -137.7% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling