+314.7%
SMFG vs VOO
+325.3%
-10.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +1.9% | +2.1% |
| 7D | 0.0% | -0.8% | +0.7% | +0.6% |
| 30D | +4.8% | -1.1% | +5.8% | +5.7% |
| 3M | +14.6% | +3.9% | +10.7% | +11.2% |
| 6M | +35.8% | +13.6% | +22.2% | +23.0% |
| YTD | +41.2% | +12.7% | +28.5% | +28.7% |
| 1Y | +63.1% | +17.6% | +45.5% | +44.0% |
| 3Y | +188.1% | +77.3% | +110.8% | +88.1% |
| 5Y | +299.7% | +84.1% | +215.6% | +150.9% |
| All | +314.7% | +325.3% | -10.6% | +19.0% |
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 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