-36.3%
SMHB vs VOO
+209.4%
-245.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.1% |
| 7D | -5.7% | -0.8% | -4.9% | -4.2% |
| 30D | -2.9% | -1.1% | -1.9% | -0.8% |
| 3M | +4.9% | +3.9% | +1.0% | -3.7% |
| 6M | +12.6% | +13.6% | -1.1% | -14.4% |
| YTD | +15.7% | +12.7% | +3.0% | -10.7% |
| 1Y | -0.8% | +17.6% | -18.4% | -29.8% |
| 3Y | +0.6% | +77.3% | -76.7% | -69.6% |
| 5Y | -16.0% | +84.1% | -100.2% | -75.3% |
| All | -36.3% | +209.4% | -245.6% | -92.9% |
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