+1.2%
SMRF vs VOO
+12.6%
-11.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +4.1% |
| 7D | +6.5% | +0.5% | +5.9% | +5.0% |
| 30D | +3.2% | -0.9% | +4.2% | +5.6% |
| 3M | -0.4% | +3.9% | -4.3% | -8.7% |
| 6M | +10.7% | +14.5% | -3.9% | -15.5% |
| All | +1.2% | +12.6% | -11.4% | -19.7% |
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