+377.5%
SMFG vs VOO
+812.0%
-434.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | +2.9% | +0.5% | +2.4% | +2.5% |
| 30D | +4.1% | -0.9% | +5.0% | +5.0% |
| 3M | +15.3% | +3.9% | +11.4% | +11.5% |
| 6M | +33.4% | +14.5% | +18.9% | +18.8% |
| YTD | +38.6% | +13.0% | +25.6% | +24.9% |
| 1Y | +60.7% | +19.4% | +41.3% | +38.2% |
| 3Y | +201.0% | +78.9% | +122.1% | +84.9% |
| 5Y | +294.6% | +82.3% | +212.3% | +134.4% |
| 10Y | +301.9% | +314.2% | -12.3% | +5.2% |
| All | +377.5% | +812.0% | -434.5% | -43.7% |
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