-41.3%
SMID vs VOO
+18.2%
-59.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.2% |
| 7D | -5.9% | -0.8% | -5.1% | -5.2% |
| 30D | -11.7% | -1.1% | -10.6% | -10.7% |
| 3M | -17.6% | +3.9% | -21.5% | -21.3% |
| 6M | -29.6% | +13.6% | -43.2% | -38.4% |
| YTD | -32.6% | +12.7% | -45.3% | -40.4% |
| 1Y | -41.3% | +17.6% | -58.9% | -51.8% |
| All | -41.3% | +18.2% | -59.5% | -51.8% |
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