-53.7%
SMHI vs VOO
+265.2%
-318.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -2.3% |
| 7D | -2.4% | -0.8% | -1.6% | -1.5% |
| 30D | -2.1% | -1.1% | -1.0% | -0.9% |
| 3M | +30.0% | +3.9% | +26.1% | +24.2% |
| 6M | +22.7% | +13.6% | +9.0% | +4.9% |
| YTD | +58.3% | +12.7% | +45.6% | +37.0% |
| 1Y | +48.2% | +17.6% | +30.6% | +21.8% |
| 3Y | -31.2% | +77.3% | -108.5% | -64.0% |
| 5Y | +121.6% | +84.1% | +37.5% | +8.1% |
| All | -53.7% | +265.2% | -318.9% | -86.6% |
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