+288.8%
SMFG vs VOO
+80.3%
+208.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.4% |
| 7D | -3.7% | -2.0% | -1.7% | -2.1% |
| 30D | +5.6% | -1.7% | +7.2% | +7.0% |
| 3M | +15.5% | +4.7% | +10.7% | +11.3% |
| 6M | +29.1% | +12.6% | +16.6% | +17.6% |
| YTD | +37.4% | +11.8% | +25.6% | +25.9% |
| 1Y | +57.7% | +17.5% | +40.1% | +39.1% |
| 3Y | +198.3% | +77.0% | +121.3% | +101.9% |
| 5Y | +288.8% | +82.6% | +206.3% | +156.4% |
| All | +288.8% | +80.3% | +208.5% | +156.4% |
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 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