-75.8%
SMJF vs VOO
+12.7%
-88.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -1.4% |
| 7D | -1.8% | +0.5% | -2.3% | -1.3% |
| 30D | -86.9% | -0.9% | -86.0% | -86.5% |
| 3M | -79.6% | +3.9% | -83.5% | -78.5% |
| 6M | -67.9% | +14.5% | -82.5% | -64.6% |
| YTD | -78.5% | +13.0% | -91.4% | -76.3% |
| All | -75.8% | +12.7% | -88.6% | -73.4% |
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