-28.2%
SMRF vs VOO
+13.0%
-41.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -6.6% |
| 7D | -10.1% | -0.7% | -9.4% | -8.5% |
| 30D | -19.5% | -1.1% | -18.4% | -17.1% |
| 3M | -25.4% | -0.3% | -25.1% | -24.4% |
| 6M | -32.6% | +7.4% | -39.9% | -41.7% |
| All | -28.2% | +13.0% | -41.2% | -43.2% |
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 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