+544.7%
SMP vs VOO
+777.9%
-233.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.6% | -2.6% |
| 7D | +4.8% | -2.7% | +7.5% | +7.5% |
| 30D | +20.4% | -5.4% | +25.8% | +26.5% |
| 3M | +14.0% | -4.1% | +18.1% | +18.2% |
| 6M | +16.3% | +0.7% | +15.6% | +14.6% |
| YTD | +23.6% | +8.7% | +14.9% | +12.8% |
| 1Y | +22.6% | +11.0% | +11.7% | +9.5% |
| 3Y | +36.9% | +75.5% | -38.6% | -24.0% |
| 5Y | +0.6% | +68.4% | -67.8% | -42.7% |
| 10Y | +18.6% | +315.7% | -297.0% | -78.9% |
| All | +544.7% | +777.9% | -233.1% | -71.5% |
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