+12.3%
SMTH vs VOO
+72.7%
-60.4%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | -1.0% | -0.8% | -0.3% | -1.0% |
| 30D | -1.0% | -1.1% | 0.0% | -1.0% |
| 3M | -1.8% | +3.9% | -5.7% | -2.1% |
| 6M | -1.4% | +13.6% | -15.1% | -2.2% |
| YTD | -1.2% | +12.7% | -13.9% | -1.9% |
| 1Y | -0.7% | +17.6% | -18.3% | -1.6% |
| All | +12.3% | +72.7% | -60.4% | +6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling