+576.4%
SMTC vs VOO
+800.4%
-224.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.5% |
| 7D | +11.0% | +2.6% | +8.5% | +7.1% |
| 30D | -28.5% | -2.0% | -26.5% | -24.9% |
| 3M | -14.2% | -2.8% | -11.4% | -8.5% |
| 6M | -18.0% | +2.2% | -20.2% | -17.6% |
| YTD | +55.5% | +11.5% | +44.0% | +38.4% |
| 1Y | +69.5% | +13.5% | +56.0% | +47.8% |
| 3Y | +699.7% | +78.1% | +621.6% | +294.8% |
| 5Y | +27.4% | +73.1% | -45.7% | -32.4% |
| 10Y | +335.7% | +310.7% | +25.0% | -21.5% |
| All | +576.4% | +800.4% | -224.0% | -57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling