+308.7%
SMLV vs VOO
+545.2%
-236.4%
-42.4%
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% | -0.3% | -0.2% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | +6.9% | +2.0% | +4.9% | +4.8% |
| 6M | +12.7% | +13.0% | -0.3% | +1.0% |
| YTD | +22.5% | +13.6% | +9.0% | +9.3% |
| 1Y | +22.4% | +20.1% | +2.3% | +3.9% |
| 3Y | +62.5% | +77.6% | -15.1% | -2.3% |
| 5Y | +57.3% | +82.4% | -25.2% | -8.8% |
| 10Y | +161.4% | +316.8% | -155.4% | -26.2% |
| All | +308.7% | +545.2% | -236.4% | -18.1% |
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