-11.8%
SMID vs VOO
+72.6%
-84.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -21.3% | +2.6% | -23.9% | -23.3% |
| 30D | -8.0% | -2.0% | -6.0% | -6.6% |
| 3M | -25.9% | -2.8% | -23.2% | -24.2% |
| 6M | -30.6% | +2.2% | -32.8% | -32.6% |
| YTD | -43.5% | +11.5% | -55.0% | -49.8% |
| 1Y | -46.1% | +13.5% | -59.6% | -52.9% |
| 3Y | -16.1% | +78.1% | -94.2% | -48.2% |
| All | -11.8% | +72.6% | -84.4% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling