+98.6%
SMRI vs VOO
+78.4%
+20.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | +8.4% | +0.1% | +8.4% | +8.4% |
| 3M | +13.3% | +2.0% | +11.3% | +11.4% |
| 6M | +33.6% | +13.0% | +20.6% | +21.1% |
| YTD | +35.1% | +13.6% | +21.5% | +21.9% |
| 1Y | +43.8% | +20.1% | +23.7% | +24.0% |
| All | +98.6% | +78.4% | +20.2% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling