+502.2%
SMP vs VOO
+817.1%
-314.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +6.1% |
| 7D | +12.2% | +0.1% | +12.1% | +12.1% |
| 30D | +5.8% | +0.1% | +5.8% | +5.7% |
| 3M | +6.5% | +2.0% | +4.5% | +4.2% |
| 6M | +9.4% | +13.0% | -3.6% | -3.5% |
| YTD | +15.5% | +13.6% | +1.9% | +1.4% |
| 1Y | +7.3% | +20.1% | -12.8% | -11.1% |
| 3Y | +21.5% | +77.6% | -56.0% | -33.0% |
| 5Y | +13.8% | +82.4% | -68.6% | -40.2% |
| 10Y | +16.2% | +316.8% | -300.7% | -78.9% |
| All | +502.2% | +817.1% | -314.9% | -74.4% |
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 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