+178.1%
SMMT vs VOO
+82.8%
+95.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.6% |
| 7D | -0.3% | -0.8% | +0.5% | +0.3% |
| 30D | +16.2% | -1.1% | +17.3% | +17.4% |
| 3M | +34.2% | +3.9% | +30.3% | +30.5% |
| 6M | +9.1% | +13.6% | -4.5% | -0.7% |
| YTD | +0.3% | +12.7% | -12.4% | -8.0% |
| 1Y | -5.6% | +17.6% | -23.2% | -15.7% |
| 3Y | +976.7% | +77.3% | +899.4% | +716.9% |
| All | +178.1% | +82.8% | +95.3% | +146.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling