+67.9%
SMIZ vs VOO
+84.4%
-16.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +3.3% | +2.6% | +0.8% | +0.5% |
| 30D | -1.5% | -2.0% | +0.5% | +0.7% |
| 3M | -8.0% | -2.8% | -5.2% | -5.1% |
| 6M | -3.7% | +2.2% | -5.9% | -5.9% |
| YTD | +9.1% | +11.5% | -2.5% | -3.0% |
| 1Y | +11.2% | +13.5% | -2.3% | -2.9% |
| 3Y | +64.5% | +78.1% | -13.5% | -12.1% |
| All | +67.9% | +84.4% | -16.5% | -14.4% |
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