+157.8%
SMTC vs VOO
+17.3%
+140.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.1% |
| 7D | +17.5% | -2.0% | +19.5% | +24.6% |
| 30D | +21.3% | -1.7% | +23.0% | +27.2% |
| 3M | +3.1% | +4.7% | -1.6% | -9.0% |
| 6M | +81.7% | +12.6% | +69.1% | +34.8% |
| YTD | +115.9% | +11.8% | +104.2% | +63.8% |
| 1Y | +157.8% | +17.5% | +140.3% | +87.2% |
| All | +157.8% | +17.3% | +140.5% | +87.2% |
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