-94.2%
SMST vs VOO
+39.6%
-133.9%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +3.3% |
| 7D | -23.8% | -0.4% | -23.5% | -23.1% |
| 30D | -61.1% | -1.4% | -59.7% | -62.2% |
| 3M | -59.7% | +3.7% | -63.4% | -47.0% |
| 6M | -62.6% | +13.0% | -75.6% | -19.6% |
| YTD | -77.3% | +12.4% | -89.7% | -45.6% |
| 1Y | -29.0% | +18.6% | -47.6% | +124.8% |
| All | -94.2% | +39.6% | -133.9% | -33.2% |
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