-32.8%
SMID vs VOO
+14.7%
-47.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +2.2% |
| 7D | +14.8% | -0.7% | +15.6% | +15.6% |
| 30D | +12.4% | -1.1% | +13.5% | +13.5% |
| 3M | -10.3% | -0.3% | -10.0% | -10.2% |
| 6M | -27.4% | +7.4% | -34.8% | -33.8% |
| YTD | -32.1% | +13.4% | -45.4% | -41.1% |
| 1Y | -32.8% | +14.8% | -47.6% | -43.0% |
| All | -32.8% | +14.7% | -47.5% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling