+5.4%
SMPL vs VOO
+263.2%
-257.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.8% | +3.3% | -2.5% | -1.7% |
| 30D | +20.0% | -2.7% | +22.6% | +22.5% |
| 3M | +15.6% | -1.7% | +17.4% | +17.1% |
| 6M | +11.6% | +3.1% | +8.4% | +8.6% |
| YTD | -37.0% | +11.9% | -48.9% | -42.7% |
| 1Y | -35.3% | +12.1% | -47.4% | -41.4% |
| 3Y | -66.8% | +78.6% | -145.4% | -80.1% |
| 5Y | -68.0% | +73.8% | -141.8% | -80.4% |
| All | +5.4% | +263.2% | -257.8% | -61.1% |
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