-89.7%
SMRT vs VOO
+82.3%
-172.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -2.1% |
| 7D | -2.3% | +0.5% | -2.8% | -3.1% |
| 30D | -9.2% | -0.9% | -8.2% | -7.8% |
| 3M | +14.2% | +3.9% | +10.3% | +7.3% |
| 6M | -27.1% | +14.5% | -41.7% | -41.3% |
| YTD | -36.1% | +13.0% | -49.1% | -47.3% |
| 1Y | -11.6% | +19.4% | -31.1% | -33.3% |
| 3Y | -58.0% | +78.9% | -136.8% | -82.6% |
| 5Y | -89.7% | +82.3% | -171.9% | -95.6% |
| All | -89.7% | +82.3% | -172.0% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling