-94.7%
SMST vs VOO
+39.0%
-133.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.3% | +13.5% | +11.5% |
| 7D | +25.8% | +3.3% | +22.5% | +46.2% |
| 30D | +47.9% | -2.7% | +50.6% | +35.7% |
| 3M | -65.7% | -1.7% | -64.0% | -64.7% |
| 6M | -20.1% | +3.1% | -23.2% | +12.2% |
| YTD | -79.0% | +11.9% | -90.9% | -46.7% |
| 1Y | -61.6% | +12.1% | -73.7% | -1.5% |
| All | -94.7% | +39.0% | -133.7% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling