-13.4%
SMPL vs VOO
+264.8%
-278.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -3.1% |
| 7D | -7.9% | -0.4% | -7.5% | -7.6% |
| 30D | -3.9% | -1.4% | -2.5% | -2.8% |
| 3M | -16.5% | +3.7% | -20.2% | -18.9% |
| 6M | -32.9% | +13.0% | -46.0% | -39.3% |
| YTD | -48.3% | +12.4% | -60.7% | -53.1% |
| 1Y | -63.1% | +18.6% | -81.7% | -68.1% |
| 3Y | -68.2% | +78.1% | -146.2% | -80.9% |
| 5Y | -70.0% | +82.3% | -152.3% | -82.4% |
| All | -13.4% | +264.8% | -278.2% | -68.1% |
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