+773.0%
SMTC vs VOO
+817.1%
-44.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +9.8% |
| 7D | +12.7% | +0.1% | +12.6% | +12.5% |
| 30D | +22.0% | +0.1% | +21.9% | +21.8% |
| 3M | -12.7% | +2.0% | -14.7% | -13.9% |
| 6M | +64.8% | +13.0% | +51.7% | +40.3% |
| YTD | +100.7% | +13.6% | +87.1% | +70.2% |
| 1Y | +146.9% | +20.1% | +126.8% | +94.0% |
| 3Y | +456.8% | +77.6% | +379.3% | +171.3% |
| 5Y | +89.2% | +82.4% | +6.8% | -8.8% |
| 10Y | +426.9% | +316.8% | +110.0% | -9.1% |
| All | +773.0% | +817.1% | -44.1% | -47.6% |
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