+144.4%
SMDV vs VOO
+356.1%
-211.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | +0.9% | +0.5% | +0.4% | +0.5% |
| 30D | -3.4% | -0.9% | -2.4% | -2.7% |
| 3M | +5.2% | +3.9% | +1.3% | +1.7% |
| 6M | +9.9% | +14.5% | -4.6% | -2.0% |
| YTD | +16.4% | +13.0% | +3.5% | +4.9% |
| 1Y | +13.9% | +19.4% | -5.5% | -2.1% |
| 3Y | +41.1% | +78.9% | -37.8% | -13.7% |
| 5Y | +37.1% | +82.3% | -45.2% | -18.4% |
| 10Y | +98.6% | +314.2% | -215.6% | -36.8% |
| All | +144.4% | +356.1% | -211.7% | -25.4% |
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