+196.7%
SMOG vs VOO
+311.2%
-114.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.1% |
| 7D | +0.3% | +3.3% | -2.9% | -3.0% |
| 30D | -3.9% | -2.7% | -1.2% | -1.2% |
| 3M | -8.0% | -1.7% | -6.2% | -6.3% |
| 6M | -14.9% | +3.1% | -18.0% | -17.3% |
| YTD | +0.6% | +11.9% | -11.3% | -10.0% |
| 1Y | -3.9% | +12.1% | -15.9% | -14.1% |
| 3Y | +41.8% | +78.6% | -36.8% | -22.7% |
| 5Y | -20.6% | +73.8% | -94.4% | -55.2% |
| All | +196.7% | +311.2% | -114.5% | -31.9% |
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