+156.4%
SMMD vs VOO
+265.7%
-109.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.4% |
| 7D | -2.3% | -0.8% | -1.5% | -1.5% |
| 30D | -4.3% | -1.1% | -3.2% | -3.2% |
| 3M | -0.1% | +3.9% | -4.0% | -4.0% |
| 6M | +14.7% | +13.6% | +1.0% | +0.5% |
| YTD | +18.8% | +12.7% | +6.1% | +5.1% |
| 1Y | +20.7% | +17.6% | +3.1% | +2.3% |
| 3Y | +62.5% | +77.3% | -14.8% | -9.2% |
| 5Y | +45.5% | +84.1% | -38.6% | -21.4% |
| All | +156.4% | +265.7% | -109.3% | -19.4% |
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 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