-98.2%
SMCZ vs VOO
+40.2%
-138.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.4% | -9.0% | -11.3% |
| 7D | -13.8% | +0.1% | -13.9% | -13.3% |
| 30D | -54.2% | +0.1% | -54.3% | -53.0% |
| 3M | -52.8% | +2.0% | -54.8% | -40.0% |
| 6M | -91.7% | +13.0% | -104.8% | -80.0% |
| YTD | -95.3% | +13.6% | -108.8% | -87.8% |
| 1Y | -93.8% | +20.1% | -113.9% | -79.3% |
| All | -98.2% | +40.2% | -138.4% | -87.2% |
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