-97.0%
SMSI vs VOO
+325.3%
-422.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.2% |
| 7D | +1.8% | -0.8% | +2.5% | +2.7% |
| 30D | -4.6% | -1.1% | -3.5% | -3.5% |
| 3M | -36.3% | +3.9% | -40.2% | -39.2% |
| 6M | -23.7% | +13.6% | -37.3% | -34.2% |
| YTD | +7.4% | +12.7% | -5.3% | -6.2% |
| 1Y | -20.5% | +17.6% | -38.1% | -33.5% |
| 3Y | -94.7% | +77.3% | -172.0% | -97.2% |
| 5Y | -98.4% | +84.1% | -182.6% | -99.2% |
| All | -97.0% | +325.3% | -422.3% | -99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling