+69.6%
SMMT vs VOO
+343.7%
-274.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.5% |
| 7D | +22.0% | +0.5% | +21.5% | +21.7% |
| 30D | +23.8% | -0.9% | +24.7% | +24.7% |
| 3M | +22.5% | +3.9% | +18.6% | +19.8% |
| 6M | +14.4% | +14.5% | -0.2% | +5.5% |
| YTD | -1.2% | +13.0% | -14.2% | -7.9% |
| 1Y | -11.1% | +19.4% | -30.6% | -19.6% |
| 3Y | +1,022.1% | +78.9% | +943.2% | +744.2% |
| 5Y | +167.1% | +82.3% | +84.8% | +100.8% |
| 10Y | +178.3% | +314.2% | -136.0% | +39.3% |
| All | +69.6% | +343.7% | -274.1% | -20.2% |
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 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