-33.3%
SMRF vs VOO
+3.7%
-37.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | -0.3% |
| 7D | +4.3% | -0.9% | +5.3% | +6.4% |
| 30D | -11.5% | -2.3% | -9.1% | -5.9% |
| 3M | -24.0% | -1.2% | -22.8% | -21.4% |
| 6M | -33.3% | +3.3% | -36.6% | -38.5% |
| All | -33.3% | +3.7% | -37.0% | -38.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling