+1,839.5%
SMID vs VOO
+817.1%
+1,022.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | -6.7% | +0.1% | -6.8% | -6.8% |
| 3M | -15.6% | +2.0% | -17.6% | -16.6% |
| 6M | -30.8% | +13.0% | -43.8% | -35.1% |
| YTD | -28.4% | +13.6% | -42.0% | -33.0% |
| 1Y | -37.1% | +20.1% | -57.1% | -42.8% |
| 3Y | +36.4% | +77.6% | -41.1% | +6.0% |
| 5Y | +40.3% | +82.4% | -42.1% | +7.8% |
| 10Y | +644.8% | +316.8% | +327.9% | +320.1% |
| All | +1,839.5% | +817.1% | +1,022.4% | +725.0% |
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 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