-66.9%
SMPL vs VOO
+78.4%
-145.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.2% | +3.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.5% |
| 30D | +23.8% | -3.3% | +27.1% | +25.5% |
| 3M | +13.5% | -2.4% | +15.9% | +14.6% |
| 6M | +2.8% | +2.6% | +0.2% | +1.6% |
| YTD | -37.3% | +11.3% | -48.5% | -40.1% |
| 1Y | -37.0% | +13.4% | -50.4% | -40.4% |
| 3Y | -66.9% | +80.3% | -147.2% | -74.2% |
| All | -66.9% | +78.4% | -145.3% | -74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling