-99.8%
SMSI vs VOO
+812.0%
-911.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | 0.0% | +0.5% | -0.5% | -0.6% |
| 30D | -2.1% | -0.9% | -1.1% | -1.1% |
| 3M | -20.2% | +3.9% | -24.1% | -23.6% |
| 6M | -12.6% | +14.5% | -27.2% | -25.3% |
| YTD | +5.2% | +13.0% | -7.8% | -8.3% |
| 1Y | -21.1% | +19.4% | -40.5% | -35.0% |
| 3Y | -95.2% | +78.9% | -174.1% | -97.5% |
| 5Y | -98.5% | +82.3% | -180.8% | -99.2% |
| 10Y | -97.0% | +314.2% | -411.2% | -99.3% |
| All | -99.8% | +812.0% | -911.8% | -100.0% |
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