+103.1%
SMG vs VOO
+817.1%
-714.0%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -9.1% | +0.1% | -9.1% | -9.2% |
| 3M | +5.8% | +2.0% | +3.8% | +3.3% |
| 6M | -11.8% | +13.0% | -24.8% | -22.3% |
| YTD | +5.2% | +13.6% | -8.4% | -7.9% |
| 1Y | -0.8% | +20.1% | -20.9% | -18.1% |
| 3Y | +22.8% | +77.6% | -54.7% | -32.4% |
| 5Y | -54.7% | +82.4% | -137.1% | -75.0% |
| 10Y | -0.5% | +316.8% | -317.3% | -73.9% |
| All | +103.1% | +817.1% | -714.0% | -74.1% |
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