-34.2%
SMPL vs VOO
+14.7%
-48.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +5.0% | +6.3% |
| 7D | +22.6% | -0.7% | +23.3% | +22.7% |
| 30D | +33.7% | -1.1% | +34.8% | +33.8% |
| 3M | +17.3% | -0.3% | +17.6% | +17.3% |
| 6M | +2.5% | +7.4% | -4.8% | +1.2% |
| YTD | -33.8% | +13.4% | -47.2% | -34.8% |
| 1Y | -34.2% | +14.8% | -49.0% | -34.4% |
| All | -34.2% | +14.7% | -48.9% | -34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling