-14.4%
SMR vs VOO
+87.2%
-101.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.8% | -16.5% | -17.2% |
| 7D | -11.2% | -0.8% | -10.5% | -10.3% |
| 30D | -10.2% | -1.1% | -9.1% | -8.4% |
| 3M | -10.0% | +3.9% | -13.9% | -15.2% |
| 6M | -30.5% | +13.6% | -44.1% | -42.3% |
| YTD | -39.2% | +12.7% | -51.9% | -48.2% |
| 1Y | -75.5% | +17.6% | -93.1% | -80.1% |
| 3Y | +45.4% | +77.3% | -31.9% | -17.2% |
| All | -14.4% | +87.2% | -101.6% | -55.9% |
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