+245.4%
SMLF vs VOO
+345.7%
-100.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | +2.3% | +2.0% | +0.3% | +0.2% |
| 6M | +12.5% | +13.0% | -0.5% | -0.3% |
| YTD | +18.3% | +13.6% | +4.7% | +4.3% |
| 1Y | +20.8% | +20.1% | +0.7% | +0.9% |
| 3Y | +64.9% | +77.6% | -12.7% | -5.6% |
| 5Y | +67.1% | +82.4% | -15.3% | -6.6% |
| 10Y | +213.0% | +316.8% | -103.9% | -8.9% |
| All | +245.4% | +345.7% | -100.2% | -2.4% |
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