-2.5%
SMG vs VOO
+325.3%
-327.8%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.4% |
| 7D | -5.0% | -0.8% | -4.3% | -4.2% |
| 30D | -8.2% | -1.1% | -7.1% | -7.1% |
| 3M | -7.7% | +3.9% | -11.6% | -11.8% |
| 6M | -8.0% | +13.6% | -21.7% | -20.2% |
| YTD | -0.1% | +12.7% | -12.8% | -12.7% |
| 1Y | -4.4% | +17.6% | -21.9% | -20.3% |
| 3Y | +20.0% | +77.3% | -57.4% | -37.1% |
| 5Y | -54.7% | +84.1% | -138.8% | -76.6% |
| All | -2.5% | +325.3% | -327.8% | -76.0% |
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