+142.8%
SMLV vs VOO
+309.6%
-166.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.4% |
| 7D | +1.0% | +2.6% | -1.6% | -1.2% |
| 30D | +3.8% | -2.0% | +5.8% | +5.5% |
| 3M | -2.9% | -2.8% | -0.1% | -0.7% |
| 6M | +9.9% | +2.2% | +7.7% | +7.4% |
| YTD | +21.4% | +11.5% | +9.9% | +9.7% |
| 1Y | +25.7% | +13.5% | +12.2% | +11.8% |
| 3Y | +74.0% | +78.1% | -4.1% | +3.4% |
| 5Y | +48.0% | +73.1% | -25.2% | -10.7% |
| All | +142.8% | +309.6% | -166.9% | -38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling