+596.1%
SMTC vs VOO
+77.8%
+518.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.5% | +11.5% |
| 7D | +22.9% | +0.5% | +22.4% | +20.8% |
| 30D | +16.6% | -0.9% | +17.6% | +19.3% |
| 3M | +2.4% | +3.9% | -1.5% | -6.1% |
| 6M | +98.3% | +14.5% | +83.7% | +44.3% |
| YTD | +120.7% | +13.0% | +107.7% | +67.2% |
| 1Y | +168.3% | +19.4% | +148.8% | +78.1% |
| All | +596.1% | +77.8% | +518.4% | +87.4% |
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