-94.5%
SMST vs VOO
+40.3%
-134.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.6% | +8.8% | +5.6% |
| 7D | -25.7% | +0.5% | -26.2% | -21.7% |
| 30D | -61.3% | -0.9% | -60.3% | -61.6% |
| 3M | -55.8% | +3.9% | -59.6% | -41.4% |
| 6M | -67.4% | +14.5% | -81.9% | -25.4% |
| YTD | -78.5% | +13.0% | -91.4% | -47.3% |
| 1Y | -32.1% | +19.4% | -51.5% | +121.9% |
| All | -94.5% | +40.3% | -134.8% | -35.3% |
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 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