+100.1%
SMDV vs VOO
+325.3%
-225.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -2.2% | -0.8% | -1.5% | -1.6% |
| 30D | -4.4% | -1.1% | -3.4% | -3.6% |
| 3M | +1.3% | +3.9% | -2.5% | -2.1% |
| 6M | +10.1% | +13.6% | -3.6% | -1.7% |
| YTD | +14.7% | +12.7% | +1.9% | +3.1% |
| 1Y | +12.3% | +17.6% | -5.3% | -2.8% |
| 3Y | +39.1% | +77.3% | -38.3% | -16.2% |
| 5Y | +37.8% | +84.1% | -46.3% | -20.6% |
| All | +100.1% | +325.3% | -225.2% | -48.2% |
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 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