-86.6%
SMRT vs VOO
+80.1%
-166.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.5% |
| 7D | +17.5% | -0.6% | +18.1% | +18.6% |
| 30D | +37.6% | -3.6% | +41.3% | +46.0% |
| 3M | +18.4% | -2.7% | +21.1% | +23.7% |
| 6M | +43.8% | +2.2% | +41.5% | +38.8% |
| YTD | -20.3% | +10.9% | -31.2% | -32.4% |
| 1Y | +10.3% | +11.3% | -1.1% | -7.0% |
| 3Y | -46.9% | +76.9% | -123.8% | -77.7% |
| 5Y | -87.0% | +73.5% | -160.5% | -94.2% |
| All | -86.6% | +80.1% | -166.7% | -94.0% |
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