+579.9%
SMID vs VOO
+325.3%
+254.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.6% |
| 7D | -5.9% | -0.8% | -5.1% | -5.5% |
| 30D | -11.7% | -1.1% | -10.6% | -11.1% |
| 3M | -17.6% | +3.9% | -21.5% | -19.6% |
| 6M | -29.6% | +13.6% | -43.2% | -34.7% |
| YTD | -32.6% | +12.7% | -45.3% | -37.1% |
| 1Y | -41.3% | +17.6% | -58.9% | -46.5% |
| 3Y | +27.6% | +77.3% | -49.8% | -2.3% |
| 5Y | +44.1% | +84.1% | -40.0% | +8.7% |
| All | +579.9% | +325.3% | +254.6% | +216.0% |
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