-25.6%
SMST vs VOO
+17.3%
-42.9%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.6% | +6.6% | +2.3% |
| 7D | +24.4% | -2.0% | +26.4% | +10.6% |
| 30D | -59.9% | -1.7% | -58.2% | -62.0% |
| 3M | -58.5% | +4.7% | -63.2% | -38.5% |
| 6M | -60.6% | +12.6% | -73.2% | -3.8% |
| YTD | -75.9% | +11.8% | -87.7% | -32.4% |
| 1Y | -25.6% | +17.5% | -43.1% | +219.2% |
| All | -25.6% | +17.3% | -42.9% | +219.2% |
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 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