-20.5%
SMSI vs VOO
+18.2%
-38.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +1.9% |
| 7D | +1.8% | -0.8% | +2.5% | +3.0% |
| 30D | -4.6% | -1.1% | -3.5% | -3.2% |
| 3M | -36.3% | +3.9% | -40.2% | -40.4% |
| 6M | -23.7% | +13.6% | -37.3% | -36.4% |
| YTD | +7.4% | +12.7% | -5.3% | -8.6% |
| 1Y | -20.5% | +17.6% | -38.1% | -44.3% |
| All | -20.5% | +18.2% | -38.7% | -44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling