-76.3%
SMJF vs VOO
+12.5%
-88.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +3.6% |
| 7D | -2.7% | -0.8% | -2.0% | -3.5% |
| 30D | -88.9% | -1.1% | -87.8% | -88.5% |
| 3M | -79.8% | +3.9% | -83.7% | -78.7% |
| 6M | -69.4% | +13.6% | -83.1% | -66.7% |
| YTD | -78.9% | +12.7% | -91.6% | -76.8% |
| All | -76.3% | +12.5% | -88.8% | -74.0% |
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