+121.2%
SMTC vs VOO
+81.4%
+39.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.7% |
| 7D | +22.5% | -0.4% | +22.8% | +23.1% |
| 30D | +24.9% | -1.4% | +26.3% | +28.2% |
| 3M | +4.1% | +3.7% | +0.4% | -1.9% |
| 6M | +92.6% | +13.0% | +79.5% | +56.2% |
| YTD | +122.5% | +12.4% | +110.0% | +83.3% |
| 1Y | +166.2% | +18.6% | +147.6% | +100.3% |
| 3Y | +577.2% | +78.1% | +499.1% | +186.7% |
| All | +121.2% | +81.4% | +39.7% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling