+499.6%
SMTC vs VOO
+321.7%
+177.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.9% |
| 7D | +17.5% | -2.0% | +19.5% | +21.5% |
| 30D | +21.3% | -1.7% | +23.0% | +24.7% |
| 3M | +3.1% | +4.7% | -1.6% | -3.4% |
| 6M | +81.7% | +12.6% | +69.1% | +53.5% |
| YTD | +115.9% | +11.8% | +104.2% | +85.5% |
| 1Y | +157.8% | +17.5% | +140.3% | +105.7% |
| 3Y | +557.3% | +77.0% | +480.3% | +206.3% |
| 5Y | +114.7% | +82.6% | +32.1% | -1.8% |
| All | +499.6% | +321.7% | +177.9% | -10.2% |
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