+13.8%
SMP vs VOO
+306.9%
-293.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -0.6% | -0.6% | -0.1% | -0.3% |
| 30D | +21.5% | -3.6% | +25.2% | +24.7% |
| 3M | +13.4% | -2.7% | +16.2% | +15.5% |
| 6M | +12.2% | +2.2% | +10.0% | +9.7% |
| YTD | +24.0% | +10.9% | +13.1% | +13.4% |
| 1Y | +21.1% | +11.3% | +9.8% | +10.4% |
| 3Y | +40.4% | +76.9% | -36.5% | -12.2% |
| 5Y | -1.8% | +73.5% | -75.3% | -38.1% |
| 10Y | +13.8% | +307.7% | -293.9% | -67.9% |
| All | +13.8% | +306.9% | -293.1% | -67.9% |
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